Private Client Associate - Wealth Management
Rockefeller Capital Management
Rockefeller Capital Management, located in Atlanta, Georgia, is seeking a Client Associate to join a motivated team within their Global Family Office. This role involves direct interaction with high-net-worth clients and requires strong attention to detail, communication, and organizational skills. The successful candidate will manage account openings, asset transfers, client inquiries, and administrative tasks, contributing to the growth and success of the practice. #J-18808-Ljbffr Rockefeller Capital Management
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- ...Job Description 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 our clients, advisors and branch...SuggestedFull timeFlexible hours
- ...take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate... ...Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland....SuggestedWork at officeFlexible hours
- ...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
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- ...Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services... ...position may include, but are not limited to managing office administrator responsibilities,... .... For nearly 40 years, Savant Wealth Management has served as a trusted...Full timeTemporary workSummer workWork at officeImmediate startMonday to FridayFlexible hours
$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- ...About Rockefeller Capital Management Rockefeller Capital Management... ...Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within Rockefeller... ...join its growing team as a Client Associate. This role is focused on the...Work at officeLocal area
$20 per hour
...Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual compensation is commensurate with job related...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- About Rockefeller Capital Management Rockefeller Capital Management was established... ...Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within our... ...join its growing team as a Client Associate. The Client Associate role will...Work at office
- ...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
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play... ...and the advisory team, you will help manage every aspect of the client experience,... ...eager to build a long-term career in wealth management, this is a fantastic opportunity...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 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...
- ...Client Manager Associate (CMA) The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention. The CM drives, designs, and executes integrated enrollment, service and growth...Work at officeLocal areaWorldwideHome office
- Morgan Stanley is seeking a Client Service Associate who will provide exceptional client support and assist Financial Advisors on a daily basis... ...This role involves building trusted client relationships and managing various administrative tasks, including supporting...Work at office
- 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...
- ...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
$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... ...You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed...InternshipWork at officeLocal areaRemote work2 days per week- ...POSITION SUMMARY 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... ...or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Work at officeLocal area
$60k - $65k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients... ..., high-quality client service and managing administrative, coordination, and... ...and advisor requests. Join a boutique Private Wealth Advisory practice of Ameriprise...Full timePrivate practiceImmediate startHome office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Work at officeLocal area
- Northern Trust is looking for an Investment Associate in Atlanta, Georgia. This role involves handling all administrative aspects of client portfolios, including document management and client communications. The ideal candidate will possess strong analytical and organizational...Visa sponsorship
$80k
...Atlanta Legal Aid Society (“Legal Aid”) seeks a Managing Attorney for its expanded Health and Disability Rights Unit . Our non-profit... ...lives in the community. The new unit will enable us to assist clients with a broader range of legal issues affecting their mental and...Temporary workInterim roleWork at officeRemote workWork from homeFlexible hours- Aligned Talent Acquisition seeks a Trusts & Estates Associate Attorney for a nationally recognized law firm in Chicago. This role involves working with high-net-worth clients on estate planning, wealth transfer, and trust administration. Candidates should have 3-6 years...
$45k - $54k
Most client-facing roles ask you to answer phones and keep a calendar... ..., luxury retail, or private client services and you know... ...finoBlue is an Atlanta-based wealth management firm that specializes in helping... ...Role As Client Experience Associate, you are the first voice...Full timeWork at office- Position Summary 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... ...other duties directed by local management Administrative Support Answering...Work at officeLocal area
- ...Atlanta, Cousins is a fully integrated, self-administered and self-managed real estate investment trust (REIT). Cousins has a simple,... ...operational matters, including support on all property owner associations Draft, review, negotiate, and manage a broad range of office leases...Contract workFor contractorsWork at officeLocal area
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