Wealth Advisory Client Relations Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Lido Advisors is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. This role focuses on delivering exceptional client service and managing onboarding, documentation, and client inquiries in a fast-paced environment.
You will collaborate with custodians and internal departments, maintain client records, prepare reports for meetings, and help grow client relationships while adhering to firm policies.
Our organisation is growing, and we are hiring a Wealth Advisory Client Relations Specialist in Atlanta, GA, United States.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 50.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisory Client Relations Specialist role in the description above.
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