Job Title: Client Service Associate
Location: Savannah, GA

About Us:
Chatham Capital Group, Inc. is a privately held investment advisory firm committed to delivering personalized wealth management services to high-net-worth individuals, families, and institutions. With a focus on integrity, professionalism, and long-term client relationships, we pride ourselves on offering exceptional service and thoughtful financial guidance.

Position Summary:
We are seeking a detail-oriented and personable Client Service Associate to join our Savannah, GA office. This individual will play a key role in supporting our clients and internal team, ensuring efficient administrative operations and a seamless client experience.

Key Responsibilities:

• Respond to client service requests via phone, email, and in-person interactions in a professional and timely manner

• Answer and direct incoming calls with courtesy and accuracy

• Provide administrative support to team members, including scheduling, document preparation, and data entry

• Assist principals with ongoing projects and operational tasks

• Maintain and update client records and files to ensure data integrity and compliance

• Coordinate mailing, scanning, and filing of client correspondence and documents

• Help facilitate account openings, transfers, and maintenance through custodial platforms

• Support client meeting preparation and follow-up activities

Qualifications:

• Prior experience in a client-facing, administrative, or financial services support role

• Excellent verbal and written communication skills

• Strong organizational skills with attention to detail

• Ability to handle sensitive information with discretion

• Proficient in Microsoft Office Suite (Word, Excel, Outlook); familiarity with CRM systems a plus

• Team-oriented with a willingness to take initiative and assist where needed

• Bachelor’s degree preferred

Benefits:

• Competitive compensation

• Health and retirement benefits

• Opportunities for professional development

• Supportive and collaborative work environment

How to Apply:
Interested candidates should submit a resume and cover letter to jobs@chathamcapitalgroup.com.