Wealth Advisory Client Experience Associate
NewEdge Advisors
NewEdge Advisors in Atlanta, Georgia is seeking a Client Service Associate. This individual is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor. Responsibilities include marketing, administrative duties, and maintaining client information. The ideal candidate should have 2-5 years of client service experience and excellent skills in Microsoft Office. A Series 7, 65 or 66 license is preferred. #J-18808-Ljbffr NewEdge Advisors
- ...Private Wealth Client Associate Atlanta, Georgia To proceed with your application, you must... ...through a personal relationship with their advisory team committed to their needs. We... ...an array of different skills and experiences that individuals bring from all backgrounds...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Experience Associate Most client-facing roles ask you to answer phones and keep a calendar. This... ...talk. finoBlue is an Atlanta-based wealth management firm that specializes in helping... ...tone for every interaction, keep the advisory team prepared and on schedule, and...SuggestedWork at office
- NewEdge Capital Group is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. The role includes interfacing with clients, performing marketing duties, and maintaining up-to-date...SuggestedWork at office
- Dormont Manufacturing Co in Atlanta is seeking Wealth Management Associates to support Financial Advisors and provide exceptional client service. The role focuses on building... ...candidate will have over 5 years of relevant experience, a four-year college degree, and active...Suggested
- ...Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client... ...management, ensuring a seamless client experience. The ideal candidate should possess a bachelor...Suggested
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their needs... ...of different skills and experiences that individuals bring from...Seasonal workWork at officeWork from homeShift workDay shift
- ...Management in Atlanta, Georgia is seeking a detail-oriented Client Associate to support the accurate execution and administration of client... ...will have a Bachelor's degree and up to 2 years of experience in a client service environment. Proficiency in Microsoft Excel...
$60k - $65k
...in the business of helping clients with their financial goals –... ...Description The Client Service Associate supports Financial Advisors... .... Join a boutique Private Wealth Advisory practice of Ameriprise Financial... ...to clients who expect an experience well above the ordinary. Compensation...Full timePart timePrivate practiceImmediate startHome office$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service... ...between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and... ...build a long-term career in wealth management, this is a fantastic...Full timeTemporary workWork at officeFlexible hours- A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional... ...a chance to develop relationships and enhance client experiences while working in a fast-paced environment. #J-18808-Ljbffr...
- ...leading independent financial advisory services firm. Originally... ...Firm oversees $212 billion in client assets as of April 30, 2026.... ...its growing team as a Client Associate. This role is focused on the... ...2 years prior client service experience within financial industry, preferred...Work at officeLocal area
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...-have Bachelor's degree or job-related experience Strong soft skills including verbal and written...Full timeFlexible hours
- ...The key tasks of your job as a Client Service Associate/Registered Client Service Associate include... ...calls to appropriate team member Wealth Management • Input data into Financial... ...CSAs only) • Ideally 5 years of experience in client service, within the finance...Work at officeFlexible hours
- ...is the opportunity? Embrace RBC Wealth Management's core values and inclusive... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Bachelor's degree or job-related experience Strong soft skills including verbal...Full timeFlexible hours
- ...leading independent financial advisory services firm. Originally... ...Firm oversees $221 billion in client assets as of May 31, 2026.... ...its growing team as a Client Associate. The Client Associate role will... ...3 years prior client service experience within financial industry, or...Work at officeLocal area
$33.28k - $88k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/...Temporary workWork at officeLocal area$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School...Temporary workPart timeWork at officeLocal area- ...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...of the FA/PWA Education, Experience, Knowledge, and Skills: Education...Work at officeLocal area
$60k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting... ...: Bachelor's Degree with 1+ years relevant experience (including internships). Strong self-initiated...InternshipWork at officeLocal areaRemote work2 days per week- Dormont Manufacturing Co, located in Atlanta, Georgia, is seeking a Registered Client Service Associate. In this role, you will provide exceptional service to clients while supporting Financial Advisors and teams. The position emphasizes strong interpersonal skills and...
$57k - $76.6k
Join our Atlanta Client Services Team as a Client Services Associate, where you’ll play a key role in supporting both... ...approach. For nearly 40 years, Savant Wealth Management has served as a... ...responsibilities, skills, relevant experience, geographic location, and market...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours$60k - $65k
...Client Service Associate Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...Bachelor's Degree with 1+ years relevant experience (including internships). Strong self-...InternshipWork at officeRemote work2 days per week- NextGenEnergyJobs is looking for a Senior Tax Associate in Atlanta to work with a Top 20 CPA and advisory firm. The role involves providing tax planning, consulting... ...should have 2-3 years of federal tax consulting experience, exceptional communication skills, and knowledge...
- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...scale repeatable best practices Qualifications Minimum 5 years of experience in professional services, client operations, or project...Work at officeLocal areaShift work
- 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...
$60k - $65k
LHH in Atlanta is seeking a Business Development / Client Success Associate to act as the primary point of contact for clients. This role focuses... ...engagement. Ideal candidates will have 3-5 years of experience in customer service and be bilingual. They will manage client...$20 per hour
...Client Services Associate Job Category: Key Account Management Location: Remote/Hybrid - USA Reports to: Key Account Manager Department... ...is commensurate with job related knowledge, skills, experience, etc.) Position Summary We are seeking a dedicated and...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- ...Role Description The Client Services Associate is a full-time, on-site role based in Atlanta, GA. This role supports financial professionals... ...with a focus on building trust and long-term relationships. Experience in Customer Support and Communication, including clear verbal...Full timeWork at office
- ...What is the opportunity? Embrace RBC Wealth Management’s core values and... ...serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients... ...Bachelor’s degree or job-related experience Strong soft skills including verbal...Full timeFlexible hours
- ...Client Services Associate TransPerfect is more than just a job… Our greatest asset is our people, and nothing is more important to us than... ...Opportunities to learn and grow within the Company. Required Experience and Qualifications: Minimum Bachelor's degree or its...
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