Wealth Management Client Services Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-03
Listing for:
Corient
Full Time
position Listed on 2026-08-03
Job specializations:
-
Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Corient is seeking a knowledgeable client services professional to serve as the central liaison for client requests, coordinating with advisors and support teams to ensure timely, accurate execution. You will input data in Salesforce, generate reports, and maintain confidentiality while delivering exceptional service.
With 5+ years in client services or wealth management, you will thrive in a fast-paced environment, support prospecting efforts, and help open accounts for existing clients in a
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