Private Client Associate - Wealth Management
Rockefeller Capital Management
A financial advisory firm located in Atlanta is seeking a motivated individual to join as a Client Associate. This role involves managing account activities, supporting high-net-worth clients, and providing top-notch service. Candidates should have 1-3 years of client service experience in the financial industry and a BA/BS degree. Technical skills in Microsoft Office applications, particularly Excel and PowerPoint, are also strongly preferred. The position offers a great opportunity for growth and development in a fast-paced environment. #J-18808-Ljbffr Rockefeller Capital Management
- UBS is seeking a full-time Registered Client Associate in Atlanta. You will support a wealth management team by educating clients on account services, processing service requests, and organizing marketing events. Candidates should have at least 5 years of client service...SuggestedFull time
- ...Solutions is looking for an experienced Client Service Associate in Atlanta, GA. This role is essential for client relationship management and requires excellent communication and... ...candidate will handle client inquiries, support Wealth Advisors, and manage office operations,...SuggestedWork at officeFlexible hours
- ...Position Overview The Office Coordinator / Client Service Associate provides administrative, operational, and client service support within a professional wealth management environment. This role serves as a key point of contact for clients while supporting financial...SuggestedWork experience placementWork at office
- ...seeking a detail-oriented professional to support its portfolio management team. Candidates should possess strong communication skills, a... ...a financial advisory environment. Key responsibilities include client correspondence, account support, and collaboration with custodians...Suggested
- ...leading financial advisory firm in Atlanta is seeking a Client Associate to join its Private Advisor team. The ideal candidate will work directly... ...financial industry and possess strong organizational and interpersonal skills. #J-18808-Ljbffr Rockefeller Capital ManagementSuggested
- Silvercrest Asset Management in Atlanta is looking for a detail-oriented professional to provide support to the portfolio management team... ...proficiency in MS Office, especially in Excel. Responsibilities include client communications, account management, and assisting with various...
- Silvercrest Asset Management Group LLC in Atlanta, Georgia, is seeking a detail-oriented professional to support their portfolio management... ...in MS Office, particularly Excel and Word. This role involves client interactions, account management, and preparation of meeting...
- ...Company Overview Silvercrest Asset Management Group LLC is a leading... ...tailored investment strategies and wealth management solutions,... ...institutional investors. Silvercrest’s client‑centric approach emphasizes... ...fund subscriptions, and private equity capital calls. Assist...
$60k - $65k
Join Ameriprise Financial as a Client Service Associate in Atlanta, where you will provide exceptional support to our financial advisors and clients... ...include maintaining client communications, managing workflow, and ensuring client satisfaction through proactive...Full time- ...primary goal is to serve our clients, one another, and our... ...communities. We aren’t your typical wealth management firm. Our intense client... ...experienced Client Service Associate to the team in our Atlanta,... ...materials. Coordinates with Private Fund team on any alternative...Work at officeLocal area
- About Rockefeller Capital Management Rockefeller Capital Management was established... ...Firm oversees $208 billion in client assets as of February 28, 2026. Position A Private Advisor team within our... ...its growing team as a Client Associate. The Client Associate will work...Work at officeLocal area
- A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High...
- ...planning business using a proven system that puts you in front of clients. You focus on enrolling estate plans. We help drive the... ...Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and...
$20 per hour
...Client Services Associate Job Category: Key Account Management Requisition Number: CLIEN002030 Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- Fox Rothschild is seeking an associate with 5-7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and be licensed in Georgia. Responsibilities include advising high-net-worth individuals on complex...
- Role Overview Sodexo Live! is seeking a Senior National Client Executive (NCE) / Associate Vice President for our Airport Lounge Business Segment at... ...client relationships. Responsibilities will focus on managing high-volume complementary lounges within ATL, leading salaried...Hourly payLocal areaWorldwide
- ...in Atlanta, Georgia is looking for an Administrative Associate to provide crucial support in client interactions and sales transactions. The role involves... ...with their needs, handling sales processes, and managing various office tasks. Ideal candidates should have a...Work at office
- Responsibilities Relationship Management Educate clients on account services and capabilities (e.g.,... ...phone calls to appropriate team member Wealth Management Input data into Financial... ...appropriate system and complete associated paperwork, if registered Review daily...Full timeWork at office
$65k
Interviewing now. Ready to hire.Job Title: Client Service AssociateIndustry: Financial Services... ...established boutique financial planning and wealth management firm seeking an experienced and motivated Client Service Associate with Financial Services or Insurance industry...Permanent employmentFull timeWork at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support Answering...Work at officeLocal area
- ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and...Full timeFlexible hours
- ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours
$60k - $65k
...in the business of helping clients with their financial goals -... ...Description The Client Service Associate supports Financial Advisors... ...-quality client service and managing administrative, coordination... ...requests. Join a boutique Private Wealth Advisory practice of Ameriprise...Full timePart timePrivate practiceImmediate startHome office- ...Financial Advisors and provide clients with quality service. Follows... ...a dynamic Client Service Associate who is a motivated, detail oriented... ...as the ability to organize, manage, and track multiple, detailed... ...at Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office
- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll... ...the heart of delivering exceptional wealth management services to ultra-high net worth... ...fund orders, fixed income trades and private investments Provide support across...Local area
$200k
...A prominent law firm based in Georgia is seeking an experienced Insurance Coverage Attorney to join their remote team. You will manage complex claims across multiple jurisdictions, provide litigation support, and work with seasoned attorneys in a dynamic environment....Remote work- ...companies, receiving the Georgia Fast 40 and Atlanta Business Chronicle Trendsetters awards every year since 2013. Our Medication Care Management® programs and processes are proven to improve outcomes while reducing overall healthcare costs for our patients. Curant Health is...Work at office
- ...Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor...Permanent employmentFor contractorsRemote workWork from home
- A respected law practice in Atlanta is seeking an attorney to handle labor and employment litigation. Applicants should have at least 3 years of litigation experience and active Georgia bar admission. The role offers a hybrid work environment and emphasizes collaboration...
- ...Member Care Advocate in Smyrna, Georgia. This role involves supporting the clinical services team by enrolling patients into Care Management, enhancing their medication adherence, and providing superior communication. Ideal candidates will have a high school diploma and...
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