Wealth Advisory Client Experience Associate
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-26
Listing for:
NewEdge Advisors
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
New Edge Advisors in Atlanta, Georgia is seeking a Client Service Associate. This individual is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor. Responsibilities include marketing, administrative duties, and maintaining client information.
The ideal candidate should have 2-5 years of client service experience and excellent skills in Microsoft Office. A Series 7, 65 or 66 license is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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