Wealth Management Client Services Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-08
Listing for:
Smith & Howard
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
Smith + Howard is a family of companies offering tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.
As a Client Services Specialist on our Wealth Management team, you will deliver exceptional operational support to advisors and clients, managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client
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