Client Services Associate Financial Planning
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-12
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm in Atlanta is seeking a Client Services professional to deliver outstanding customer service by supporting client relationships and managing administrative functions. The ideal candidate has experience in financial services, a solid understanding of finance, and exceptional communication skills. Responsibilities include coordinating client meetings, supervising account activity, and ensuring compliance. A Bachelor's degree is preferred, along with two years of relevant experience.
Competitive salary range is $50,000 - $65,000 yearly, along with potential benefits.
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Position Requirements
10+ Years
work experience
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