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Client Relationship Manager Customer Service Rep

Wealth Client Services Associate

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: HB Wealth
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have exceptional communication skills, be highly organized, and self-motivated. Proficiency in Microsoft Office and CRM software is required. This position is ideal for someone looking to impact client service positively within a collaborative environment.
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Position Requirements
10+ Years work experience
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