Client Services Analyst Job at AdvizorPro, Atlanta, GA

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  • AdvizorPro
  • Atlanta, GA

Job Description

Client Service Associate 

Location: Hybrid (Midtown Atlanta – Mon–Thurs in office, Fri remote)

Team: Client Success

AdvizorPro is one of the fastest-growing data platforms in the financial services space—trusted by top asset managers, fintech firms, and recruiters to identify and connect with financial advisors.

We’re looking for a sharp, proactive Client Service Associate to join our Client Success team. You’ll play a key role in supporting client onboarding, handling inbound questions, and ensuring our users get fast, helpful answers that keep them successful.

What You’ll Do :

  • Respond to client inquiries via email, phone and chat

  • Assist our Client Success Managers with follow-ups, research, and account tasks

  • Document common questions and help improve internal resources

  • Get hands-on with our platform and help clients unlock its full potential

What We’re Looking For :

  • Strong communication skills and a client-first mindset

  • Comfortable working in a fast-paced SaaS environment

  • Some experience in software, support, or operations—formal CS background not required

  • Organized, detail-oriented, and eager to learn

Why Join AdvizorPro?

We’re a high-growth startup with a tight-knit team, great Midtown Atlanta office space, and a culture that values ownership, curiosity, and customer obsession. You’ll get exposure to top-tier SaaS operations—and real growth opportunities.

Job Tags

Work at office,

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