Hybrid Wealth-Management Client Service Associate
Job in
Dunwoody, DeKalb County, Georgia, USA
Listed on 2026-06-07
Listing for:
Integrated Financial Group
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Integrated Financial Group is seeking a detail-oriented Client Service Associate to enhance client service and support our operations team. This role involves preparing advisors for client meetings, handling service requests, and ensuring smooth account administration.
The ideal candidate has over 5 years of experience in financial services, possesses excellent communication skills, and is proficient in financial software and CRMs. We offer a collaborative work environment, health insurance allowance, and an annual bonus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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