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Client & Operations Associate
Job in
Macon, Bibb County, Georgia, 31297, USA
Listed on 2026-07-14
Listing for:
Balefire Wealth
Full Time
position Listed on 2026-07-14
Job specializations:
-
Business
CRM System, Client Relationship Manager
Job Description & How to Apply Below
Balefire Wealth is seeking a Client Engagement Associate to manage client accounts, enhance relationships, and deliver outstanding service. You will collaborate with advisory and operations teams to ensure accurate processing and efficient workflows, reinforcing Balefire’s commitment to excellence.
In this in-office role, you will coordinate with advisors, custodians, and internal teams, maintain client records in CRM systems, and support compliance processes while contributing to project
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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