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Finance Client Services & Planning Specialist
Job in
Duluth, Gwinnett County, Georgia, 30155, USA
Listed on 2026-06-08
Listing for:
Threadneedle group
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Threadneedle group is looking for a Client Service Associate in Duluth, Georgia. This full-time role involves assisting advisors in client service, preparing financial plans, and providing essential administrative support.
The ideal candidate should possess strong analytical skills, be detail-oriented, and have 3-5 years of relevant experience in a client service environment. The company is committed to career development and offers training and licensing support.
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