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Financial Services Financial Advisor

Impactful Client Services Associate – Wealth Management

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Winged Keel Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
  • Insurance
    Financial Advisor
Job Description & How to Apply Below
A financial services company in Atlanta is looking for a Client Services Associate to support ultra-high-net-worth clients with their life insurance portfolios. The role includes obtaining policy information, preparing complex reviews, and ensuring compliance with procedures. Ideal candidates will have 2–5 years of experience in client service within the insurance industry, strong communication skills, and a bachelor's degree. This position is full-time, offering competitive compensation and benefits.
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Position Requirements
10+ Years work experience
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