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Client Services Specialist for Financial Advisors
Job in
Dalton, Whitfield County, Georgia, 30722, USA
Listed on 2026-08-04
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Talent Link Solutions is seeking an organized Financial Advisor Assistant to support an advisory team in managing client service workflows, document preparation, and administrative tasks. The role emphasizes professionalism, thorough communication, and the ability to handle confidential client information with discretion.
The candidate should bring strong Microsoft Office skills, plus experience supporting financial advisors and a can-do, team-oriented attitude.
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