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Private Wealth Client Services Lead | Equity Eligible
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-21
Listing for:
CCM ADMINISTRATIVE SERVICES LLC
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
CCM ADMINISTRATIVE SERVICES LLC in Atlanta, Georgia is seeking an Associate Director for Private Wealth Client Services. The ideal candidate will have over 5 years managing the administrative needs of high net worth clients, ensuring superior service and retention through relationship building.
Responsibilities include onboarding clients, managing multi-custodial relationships, and preparing investment documentation. Strong communication skills and attention to detail are vital, along with familiarity with Salesforce and custodial platforms.
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