Client Service Associate
Wealth Management
Posted on 3/22/2024
Aprio

1,001-5,000 employees

Comprehensive business advisory and CPA firm services
Company Overview
Aprio stands out as a premier CPA and business advisory firm, offering a comprehensive suite of services including advisory, assurance, tax, outsourcing, staffing, and private client services. Their competitive edge lies in their integrated team approach, deep industry understanding, and strategic foresight, catering to a diverse range of sectors from manufacturing to technology. With a global reach, a team of 1000+ members speaking over 30 languages, and a client base in over 50 countries, Aprio demonstrates industry leadership and a commitment to client success.
Financial Services
Consulting
Industrial & Manufacturing
Real Estate

Company Stage

N/A

Total Funding

$8.3M

Founded

1952

Headquarters

Atlanta, Georgia

Growth & Insights
Headcount

6 month growth

13%

1 year growth

37%

2 year growth

51%
Locations
Atlanta, GA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Management
Hubspot
Salesforce
CategoriesNew
Asset Management
Finance & Banking
Requirements
  • 5+ years of experience in similar role in the area of Wealth Management
  • Extreme multi-tasking with ability to work with frequent interruptions required
  • Preferred experience with SalesForce, Orion, eMoney, HubSpot, and Schwab
  • Advanced knowledge of Excel
  • Proficiency with Microsoft Office
  • Strong written and verbal communication skills
Responsibilities
  • Client Relationship Management
  • Advisor Support
  • Operations Support