Client Services Specialist — Wealth Advisory
Job in
Chattanooga, Hamilton County, Tennessee, 37450, USA
Listed on 2026-09-07
Listing for:
HHM CPAs
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management
Job Description & How to Apply Below
HHM Wealth Advisors in Chattanooga seeks a Client Service Associate to support the Client Service Team. The role focuses on delivering superior client service, supporting partners and staff, and maintaining client information onsite in Chattanooga, TN.
Responsibilities include processing trades, coordinating client reviews, CRM maintenance, onboarding new clients and handling documentation with accuracy and timeliness.
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