Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Specialist (Hybrid)

$50k - $65k

Wealth Enhancement

Wealth Enhancement is seeking a Client Service Associate in Atlanta, GA to support high-net-worth clients and Financial Advisors. This hybrid role involves managing client onboarding, account administration, and relationship management. Ideal candidates have a degree in Finance or a related field, and 1–2 years of experience. Salary ranges from $50,000 to $65,000 based on experience, plus bonuses. The company fosters a collaborative environment for long-term career growth in wealth management. #J-18808-Ljbffr Wealth Enhancement

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Specialist (Hybrid) in Atlanta, GA vacancy
  • $50k - $65k

    Wealth Enhancement Group is looking for a Client Service Associate in Atlanta, GA. This hybrid position supports high-net-worth clients and Financial Advisors, managing onboarding, account administration, and client inquiries. Ideal candidates should hold a Bachelor's... 
    Suggested

    Wealth Enhancement Group

    Atlanta, GA
    4 days ago
  •  ...and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement...  .... Role Location Eastern or Central Time Zone Hybrid schedule or remote Travel up to 50% of the time... 
    Suggested
    Remote job
    Flexible hours

    The Forge Companies

    Atlanta, GA
    4 days ago
  • Focus Partners is seeking a Client Service Associate in Atlanta, GA...  ...role involves partnership with Wealth Advisors to enhance client...  ...support. The ideal candidate will manage service needs efficiently,...  ...required. The position boasts a hybrid work model, with 3 days in the... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Focus Partners

    Atlanta, GA
    4 days ago
  •  ...The Quest Organization is a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence. This role is ideal for a detail-oriented professional who enjoys building client relationships, supporting advisors... 
    Suggested

    The Quest Organization

    Atlanta, GA
    1 day ago
  • JPMorgan Chase & Co. welcomes a Client Associate to join the J.P. Morgan Advisors team. In this role, you will support Financial Advisors and clients, delivering personalized wealth management and high-quality service for ultra-high net worth clients. You will lead client... 
    Suggested

    JPMorgan Chase & Co.

    Atlanta, GA
    3 days ago
  • Russell Tobin is seeking a detail-oriented Client Analyst for a contract-to-hire opportunity in Atlanta, Georgia. This role supports the Executive Wealth Management team, focusing on client onboarding and operations within financial services. The ideal candidate will possess... 
    Permanent employment
    Contract work

    Russell Tobin

    Atlanta, GA
    4 days ago
  •  ...Client-Facing Sales Professional BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing...  ...for the people you care about. Our hybrid work model BlackRock's hybrid work model... 
    Part time
    Apprenticeship
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    BlackRock

    Atlanta, GA
    1 day ago
  • $56k - $66k

     ...Client Service Specialist Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team!...  ...mindset, and the ability to manage multiple timelines and diverse...  ...members the flexibility to work a hybrid schedule. Our hybrid model is... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Atlanta, GA
    3 days ago
  • The Fayette Chamber of Commerce in Atlanta, Georgia, is seeking a team member to provide in-office support for Wealth Advisors who manage high net-worth clients. This role involves interacting directly with clients, handling requests, and supporting workload management.... 
    Work at office

    Fayette Chamber of Commerce

    Atlanta, GA
    5 days ago
  • $90k - $127k

     ...Oncology Hybrid Sales Specialist This is an exciting opportunity to join IQVIA as an Oncology Hybrid...  ...closely with Johnson and Johnson client partners resource teams to advance the...  ...drive sales results ~ Strong account management and superior selling skills focused on... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Work from home
    Worldwide
    Weekend work

    IQVIA Holdings

    Atlanta, GA
    3 days ago
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice... 

    JPMorgan Chase & Co.

    Atlanta, GA
    3 days ago
  • Truist in Atlanta, Georgia is seeking a Client Support Associate to provide in-office support to Wealth Advisors managing high net-worth clients. The role involves prioritizing relationship management activities, scheduling client appointments, and maintaining client records... 
    Work at office

    Truist

    Atlanta, GA
    1 day ago
  • $115.65k - $159.6k

     ...Presales Consultant 3, Hybrid Systems This role is responsible for building strong relationships with key customers and stakeholders...  ...collaboration architectures (e.g., network readiness, device management, interoperability) and develops mitigation strategies to ensure... 
    Full time
    Temporary work
    Work experience placement
    Local area
    Relocation
    Flexible hours
    Shift work

    HP

    Atlanta, GA
    5 days ago
  •  ...Development Sales Executive to lead discovery calls, support deal management, and enhance lead generation strategies. The ideal candidate...  ...experience, and strong problem-solving and communication skills. This hybrid role offers an excellent opportunity to grow in a fast-paced... 

    Joseph Studios

    Atlanta, GA
    2 days ago
  • $90k - $110k

     ...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives...  ...to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Atlanta, GA
    3 days ago
  • $29.1k - $41.6k

     ...Call Center Representative - Tucker, GA - Hybrid Location: Tucker, GA, US 30084-7060...  ...harness the power of technology to help our clients improve the health and well-being of the...  ...targets Collaborate with team members, management and clients to resolve client inquiries;... 
    Work at office
    Remote work
    Flexible hours
    2 days per week

    Gainwell Technologies

    Tucker, GA
    2 days ago
  •  ...National Accounts Team in Atlanta, Georgia. This position involves managing Vendor Managed Inventory at customer distribution centers,...  ...proficiency in Microsoft Excel, and effective communication skills. This hybrid in-office position allows for flexible working arrangements. #J... 
    Work at office
    Flexible hours

    Georgia-Pacific

    Atlanta, GA
    2 days ago
  • Wealth Sales & Service Consultant The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works...  ...of Wealth Support Specialists, Wealth Advisors, Trust Advisors... 
    Work at office
    Local area
    Flexible hours

    Truist

    Atlanta, GA
    4 days ago
  • DLA Piper is seeking a Treasury Specialist to support the firm’s AR and Client Trust activities in a hybrid role. The position handles cash receipts for the operating account and Client Trust disbursements, coordinating with collections, billing, and partners. The role... 

    DLA Piper

    Atlanta, GA
    1 day ago
  •  ...Client Support Specialist, Employee Health & Benefits Award-winning, inclusive, Top Workplace...  ...will have the support of our Client Management team as you grow and learn through creating...  ...development opportunities Hybrid work – minimum 3 days in office Charitable... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    Marsh LLC

    Atlanta, GA
    3 days ago
  • worktech180 is seeking a Business Development Executive in Atlanta to drive new business growth and manage the full sales cycle. This hybrid role emphasizes consultative selling and establishing long-term enterprise relationships. The ideal candidate will possess proven... 

    worktech180

    Atlanta, GA
    5 days ago
  • Georgia Pacific is seeking a professional in Atlanta, GA to manage Vendor Managed Inventory for a large building products retailer. Responsibilities...  ...Excel, and effective communication skills. The role offers a hybrid work model and extensive benefits. #J-18808-Ljbffr Georgia... 

    Georgia Pacific

    Atlanta, GA
    4 days ago
  • White Cap Supply Holdings, LLC. is looking for a Tax Compliance Specialist to ensure compliance with tax laws and regulations. This role...  ...BA degree and 5-8 years of relevant experience. The position is hybrid and requires strong problem-solving skills along with experience... 

    White Cap Supply Holdings, LLC.

    Atlanta, GA
    1 day ago
  •  ...Candidates should have a strong knowledge of GAAP and solid interpersonal and communication skills. This position offers opportunities for professional growth in a hybrid work environment and requires proficiency in Microsoft Office, primarily Excel. #J-18808-Ljbffr Centri
    Work at office

    Centri

    Atlanta, GA
    5 days ago
  •  ...the national sales team as it relates to client relationships and service facilitation....  ...from clients, branches and National Account Managers to support clients requesting service,...  ...Off ~ Work Environment: Opportunity for hybrid office and home-based working arrangements... 
    Contract work
    Work at office
    Work from home

    Critter Control

    Atlanta, GA
    2 days ago
  •  ...combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and...  ...Update & maintain company Contact Relationship Management (CRM) database to track prospects, clients, and deal information... 
    Daily paid
    Work at office

    JLL

    Atlanta, GA
    5 days ago
  • A wealth management firm in Atlanta seeks a Client Services Associate to support clients and advisors in day-to-day operations. Responsibilities include managing client requests, scheduling meetings, and utilizing Salesforce for client interaction and documentation. The... 
    Full time
    Immediate start
    Monday to Friday

    Savant Wealth Management

    Atlanta, GA
    5 days ago
  • $175k - $250k

    Jobot in Atlanta, GA seeks a Commercial Litigation Associate to manage matters from inception through resolution with direct client interaction. The role offers a hybrid schedule, ownership track, and exposure to sophisticated disputes. You will draft pleadings, prepare... 

    Australia-Employment

    Atlanta, GA
    1 day ago
  • $50k

     ...Peachtree St NE, Atlanta, Georgia, United States, 30309 VIEW ON MAP ( Schedule Full Time Located Remotely? N Position Type Non-Management Expiration Date: 08/17/2026 Additional Information: This hotel is owned and operated by an independent franchisee,... 
    Full time
    Remote work
    Flexible hours

    Marriott

    Atlanta, GA
    5 days ago
  •  ...Sales Coordinator For The Glenncrest At Buckhead QSL Management is a fast-growing senior living company with ample opportunities for advancement. Our mission is to provide seniors a luxurious and comfortable home with resort-style hospitality, promoting wellness, security... 
    Flexible hours
    Weekend work
    Afternoon shift

    Blake Management Group

    Atlanta, GA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Specialist (Hybrid). Be the first to apply!