Investment Advisory Service Specialist - Client
Job in
Sandy Springs, Fulton County, Georgia, USA
Listed on 2026-02-14
Listing for:
Prescott Partners
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A well-established investment advisory firm in Sandy Springs is seeking an Investment Advisory Service Team Specialist to enhance the advisor experience by providing operational and administrative support to Financial Advisors. The role is vital for servicing clients, processing account requests, and developing strong relationships with advisors. Ideal candidates will have 5-8 years of experience in investment advisory operations and must be detail-oriented with excellent communication skills.
Opportunities for personal development are available in this fast-paced environment.
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