Wealth Management Client Service Associate | Remote

Homrich Berg, a national independent wealth management firm, is seeking a Client Service Associate at our Atlanta, GA location. You’ll play a key role in building and maintaining client relationships, handling administration, and supporting advisory teams with a wide range of duties.

You will manage client requests, account servicing, and meeting preparation while ensuring accurate CRM records and confidentiality. A collaborative, fast-paced environment with growth opportunities awaits.

We invite applications for the Wealth Management Client Service Associate | Remote 40% position located in Atlanta, GA, United States.

We have an opening for a Wealth Management Client Service Associate | Remote 40% in Atlanta, GA, United States within Management & Operations, Sales.

This role, Wealth Management Client Service Associate | Remote 40% at Homrich Berg, could be your next move.