Client Services Associate — Onboarding & Reports, FP Path
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Elwood & Goetz Wealth Advisory Group is seeking a Client Service Associate to support financial planners and clients from our Athens, GA office. The role focuses on onboarding, transfers, and ongoing account maintenance while ensuring accurate processing and strong client service.
You will work with custodians like Schwab and Fidelity, monitor requests, prepare detailed reports, and support day-to-day operations with a focus on accuracy and fiduciary integrity.
This role, Client Services Associate — Onboarding & Reports, FP Path at Elwood & Goetz Wealth Advisory Group, could be your next career step.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Athens, GA, United States.
This opportunity is part of our work in Sales.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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