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Financial Services Financial Advisor Bank Customer Service

Financial Advisor Support Specialist

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Atlanta is looking for a motivated Registered Client Service Associate to support Financial Advisors and clients. The role demands excellent communication and organizational skills, as well as competence in financial markets. Responsibilities include handling client inquiries, onboarding new clients, and preparing financial reports. Successful candidates will thrive in a fast-paced environment, have a strong knowledge of CRM software, and a commitment to delivering high-quality service.
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