Client Services Specialist - Wealth Management
$56k - $68kGPAC
Client Services Specialist - Wealth Management
A well-respected regional CPA and advisory firm is hiring a Client Services Specialist - Wealth Management in the Atlanta area. You'll join a respected, growing team where your work is visible and your development is a priority.
What you'll do:
- Deliver operational support to advisors and clients
- Process account requests, transfers and paperwork with custodians
- Resolve service issues and maintain CRM records
- Support client meetings and reporting
What you bring:
- 1-3 years of wealth management or financial services operations experience
- Familiarity with custodial platforms; FINRA licensing a plus
- Excellent client service skills
Why join:
- Competitive compensation and comprehensive benefits
- Hybrid flexibility and supportive leadership
- Strong training, mentoring and a clear path to advancement
- Collaborative culture serving a diverse client base
Pay: $56K - $68K + bonus potential
GPACVacancy posted 3 days ago
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