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Wealth Client Services Associate

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Atlanta is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. This role involves executing transactions, answering client inquiries, and educating clients about digital tools. The ideal candidate will have a High School Diploma, Series licenses, and excellent organizational and interpersonal skills. Apply today to join a dynamic team dedicated to client success and overall satisfaction.
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Position Requirements
10+ Years work experience
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