Client Service Associate - Wealth Management; Entry Level
Job in
Peachtree Corners, Gwinnett County, Georgia, 30092, USA
Listed on 2026-03-01
Listing for:
Fidelis Private Wealth Partners
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A boutique wealth management firm seeks a Client Service Associate to enhance client relationships and deliver exceptional service. This entry-level role involves coordinating with clients, preparing meeting materials, and fostering a positive team environment. Ideal candidates will demonstrate strong communication, problem-solving skills, and a keen attention to detail. A Life & Health insurance license is required within 90 days of employment, along with a clean compliance record.
This full-time position offers a clear pathway for career development within the finance sector.
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Position Requirements
Less than 1 Year
work experience
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