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Client Relationship Specialist – Wealth Advisor Support

Job in Macon, Bibb County, Georgia, 31297, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role involves building relationships, executing client transactions, and assisting in the onboarding process. Ideal candidates should have strong interpersonal abilities along with advanced Microsoft Office skills and experience in the industry. Join a dynamic team committed to client service excellence in Macon, Georgia.
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