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Client Services Associate Touch Wealth Advisory

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: pearlrecruiter
Full Time position
Listed on 2026-09-09
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 52000 - 76000 USD Yearly USD 52000.00 76000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate - High-Touch Wealth Advisory

Pearl Recruiter is seeking a Customer Service Associate to join an Atlanta-based UHNW Registered Investment Advisor firm that prides itself on high-touch service and long-term client relationships.

You’ll be the go-to person for client inquiries, maintain calm under pressure, and collaborate with a close-knit team to deliver service that sets the firm apart. A background in financial services and proficiency with CRM tools is preferred.

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Position Requirements
10+ Years work experience
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