Wealth Client Services Associate | Hybrid | Detail-Driven
Focus Partners Wealth
Focus Partners Wealth in Atlanta is seeking a Client Service Associate to enhance client relationships and streamline operational support. This role involves managing requests for financial planning and ensuring accuracy in transactions. The ideal candidate will have a Bachelor’s Degree, strong communication skills, and a desire to grow in a hybrid work environment. Flexibility is key, with 3 days required in the office and 2 remote. Competitive salary and comprehensive benefits are offered, including the potential for bonuses. #J-18808-Ljbffr Focus Partners Wealth
$50k - $65k
About Wealth Enhancement Wealth Enhancement... ...lives of our clients. We continually... ...management services to over 80,000... ...Client Service Associate to play a key role... ..., attention to detail, and the... ...team. This is a hybrid position, typically... ...with a results‑driven mindset Strong...SuggestedFull timeTemporary workWork at officeFlexible hours3 days per week$60k - $65k
Focus Financial Partners is looking for a Client Service Associate in Atlanta, Georgia. This role involves partnering with Wealth Advisors to enhance client relationships and... ...service needs effectively. The position offers a hybrid work model, supporting flexibility....Suggested$55k - $70k
Senior Client Service Associate - Wealth Management (P) Overview We are a retirement and financial planning firm based in Atlanta. As a registered investment... ...are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-...SuggestedFull timeWork at office$33.28k - $88k
...Registered Client Service Associate Registered Client Service Associates provide... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...Provide existing clients with details around their account... ...self-motivated and results driven Reports to: Business Service...SuggestedTemporary workWork at officeLocal area$60k - $65k
...Client Service Associate Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing... ...who takes pride in getting the details right, communicates clearly,... ...members the flexibility to work a hybrid schedule. Our hybrid model is...SuggestedInternshipWork at officeRemote work2 days per week- ...history of supporting clients regionally. Our experienced... ...within our client service and operations model.... ...navigate their complete wealth planning. We are... ...efficient Client Service Associate to join our team. This... ...to follow through and details rarely slip your grasp...Work at office
$60k - $65k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The... ...someone who takes pride in getting the details right, communicates clearly, and... ...members the flexibility to work a hybrid schedule. Our hybrid model is...InternshipWork at officeLocal areaRemote work2 days per week- ...financial planning firm based in Atlanta is seeking a versatile Client Service Associate to support advisors and clients. This role requires at... ...maintaining CRM systems. The ideal candidate is organized, detail-oriented, tech-savvy, and possesses strong communication skills...
- A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have...Work at office
- The Senior Client Service Associate (CSA) will support advisors and clients by providing... ...skills and attention to detail. Strong problem-solving abilities... ...abilities with a proactive, solutions-driven mindset. Strong understanding of wealth management, investment accounts...Work at office
- Morgan Stanley Wealth Management is seeking a senior service team member to support Financial Advisor(s)/ Private Wealth Advisor(s) and teams in delivering an exceptional client experience. You will build trusted relationships and assist in areas like digital marketing...
- ...Wealth Management Client Associate Atlanta, Georgia To proceed with your application, you must be at... ...management and investment products and services for individuals, companies, and... ...and evolving responsibilities Is detail oriented Demonstrates a commitment...Seasonal workWork at officeWork from homeShift workDay shift
- ...Join 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, and ensuring a...Work at office
$20 - $22 per hour
...Job Type: Full Time, Non-Exempt Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account... ...transactions quickly and accurately with great attention to detail. Proficiency with Microsoft Office and Excel. Strong...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- Job Description Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...evolving responsibilities. Detail oriented. Committed to...Seasonal workWork at officeWork from homeShift workDay shift
- 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...
$57k - $76.6k
Join our Atlanta Client Services Team as a Client Services Associate, where you’ll play a key role in supporting both clients... .... For nearly 40 years, Savant Wealth Management has served as a trusted... ...Critical thinking, organized, detail-oriented, and able to multitask Client...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours- Overview HB Wealth (“HB”) is a national, independent... ...wealth advisory services, investment management... ...peace of mind to the clients we are privileged to serve... ...seeking a Client Service Associate for our Atlanta,... ...account, or transaction details; maintain client files...Work at office
- ...primary goal is to serve our clients, one another, and our... ...communities. We aren’t your typical wealth management firm. Our intense... ...add an experienced Client Service Associate to the team in our Atlanta,... ...members, excellent attention to detail, strong written and verbal...Work at officeLocal area
- A leading financial services firm in Atlanta is seeking a Senior Client Service Associate to provide exceptional service to ultra-high-net-worth clients. This role involves onboarding new clients, processing account requests, and supporting advisors. The ideal candidate...Work at office
- ...SUMMARY Senior Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...existing clients with details around their account information... ...self-motivated and results driven Reports to: ~...Full timeWork at officeLocal area
- A leading wealth management firm in Atlanta is seeking a Client Service Associate to enhance client relations and ensure exceptional service. The ideal candidate will... ...managing front desk operations. Additionally, a detail-oriented and proactive approach is vital. The...
- ...Role Description The Client Services Associate is a full-time, on-site role based in Atlanta, GA. This role supports financial professionals by... ...willingness to learn these areas quickly. High attention to detail, organizational skills, and the ability to manage multiple...Full timeWork at office
- ...local law. What You Will Be Doing Respond to client requests for new project initiatives... ...estimate costs and timelines, and prepare detailed project instructions. Initiate project work... ...educate the team and provide high‑level service. Monitor and communicate project progress...Local area
$50k - $65k
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...- Focus Partners is seeking a Client Service Associate in Atlanta, GA. The role involves partnership with Wealth Advisors to enhance client relationships and provide comprehensive... ...are required. The position boasts a hybrid work model, with 3 days in the office and 2 days...Work at officeRemote work2 days per week
- UBS is seeking a Registered Client Associate in Atlanta to support a wealth management team. You will educate clients on account services, process requests, and assist in preparing reports for client meetings. The ideal candidate will have strong client service experience...
- Bank of America is hiring a Client Associate in Atlanta, Georgia, to provide exceptional service to clients while supporting Senior Relationship Managers. The role includes... ...a team dedicated to delivering a comprehensive wealth management experience to clients. #J-18808-...
- ..., Georgia; and Orlando, Florida. The role ensures consistent client service when the Advisor is unavailable. Job Type: Regular Language... ...and teammates. Ability to evaluate, assimilate and utilize detailed and complex technical information. Ability to work in a self...Full timePart timeSecond jobWork at officeShift workDay shift
- We are seeking a professional and customer-focused Remote Client Services Associate to support clients within the travel industry. This role is... ...development opportunities within the travel industry Job Details Position Type: Remote Industry: Travel & Client Services...Remote jobFlexible hours
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