Wealth Client Services Associate
HB Wealth
A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have exceptional communication skills, be highly organized, and self-motivated. Proficiency in Microsoft Office and CRM software is required. This position is ideal for someone looking to impact client service positively within a collaborative environment. #J-18808-Ljbffr HB Wealth
Vacancy posted 4 days ago
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Atlanta, GA2 days ago
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