Client Success Specialist — Financial Services
Chappell Financial Group, LLC
Chappell Financial Group, LLC is seeking a Client Services Associate for a full-time, on-site role in Atlanta, GA. You'll support financial professionals by managing client inquiries and preparing relevant account documentation while ensuring timely follow-up on service requests. The ideal candidate will possess excellent client-facing abilities and foundational knowledge of finance. Key responsibilities will include responding to inquiries, maintaining client records, and assisting with meeting preparations. A Bachelor's degree in a relevant field is required. #J-18808-Ljbffr Chappell Financial Group, LLC
Vacancy posted 3 days ago
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