Senior Client Services Associate, Wealth Management
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-01
Listing for:
Stealth
Full Time
position Listed on 2026-08-01
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families.
You will maintain client records, prepare meetings, and coordinate with Operations. Senior level duties include complex asset transfers, trust and estate coordination, and proactive advisor support to deepen client relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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