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Private Wealth Client Service Associate II

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Corient Services LLC
Full Time position
Listed on 2026-08-02
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management, Office Administrator/ Coordinator, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Corient Services LLC in Atlanta is seeking a skilled Client Services professional to act as the primary liaison for client requests, coordinating with advisors and support teams to ensure timely fulfillment. You will input data into Salesforce, generate reports, and help manage client communications with professionalism and confidentiality.

The role emphasizes independent work within a team, requires 5+ years of experience, and offers onsite work four days per week in a dynamic wealth-management

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Position Requirements
10+ Years work experience
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