Client Services Associate - Wealth Advisory
Job in
Savannah, Chatham County, Georgia, 31441, USA
Listed on 2026-06-18
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Savannah is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a high school diploma and relevant industry experience, along with strong organizational and interpersonal skills. Responsibilities include managing client relationships, executing transactions, and educating clients on digital tools.
This role offers a dynamic work environment with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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