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Wealth Management Associate: Elevate Client
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-09-07
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor in Atlanta is seeking an experienced Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships, manage client service workflows, and coordinate meetings and follow-ups using firm-approved systems.
You will handle money movement transactions, client reporting, and marketing support, while staying current with policies and platforms. A four-year degree or cert and active Series 7/66 or 63/65 are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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