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UHNW Client Services Associate – Wealth Management
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-01
Listing for:
Confidential Jobs
Full Time
position Listed on 2026-08-01
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to support Advisors and manage day-to-day client service needs.
The role requires strong CRM skills (Practifi, Redtail, Salesforce) and a client-first mindset. Senior level responsibilities include complex planning support, asset transfers, and life-event opportunities. This position is on-site with hybrid options and offers competitive compensation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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