Client Services Associate — Wealth Mgmt
Job in
Marietta, Cobb County, Georgia, 30064, USA
Listed on 2026-03-06
Listing for:
BrokerHunter
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Marietta, GA is seeking a Client Services Representative to ensure a seamless client experience. Ideal candidates need to have at least 2 years of experience in a financial services environment, strong organizational skills, and a focus on detail. The role involves coordinating client service requests, maintaining records, and working closely with advisors. This position offers competitive salary, bonus structure, and benefits including medical premium coverage.
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Position Requirements
10+ Years
work experience
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