Wealth Client Experience Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-04
Listing for:
NewEdge Wealth LLC.
Full Time
position Listed on 2026-06-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
New Edge Wealth LLC. in Atlanta, GA is hiring a Client Service Associate responsible for enhancing client experience through service, marketing, and operational support. The role involves direct interaction with clients and prospective clients to meet their needs and resolve problems.
The ideal candidate should have 2-5 years of client service experience, proficiency in Microsoft Office, and strong communication skills. This position plays a crucial role in supporting the Financial Advisor's operations and requires attention to detail.
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