UHNW Client Services Associate - Wealth Management
Confidential Jobs
Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to support Advisors and manage day-to-day client service needs. The role requires strong CRM skills (Practifi, Redtail, Salesforce) and a client-first mindset. Senior level responsibilities include complex planning support, asset transfers, and life-event opportunities. This position is on-site with hybrid options and offers competitive compensation. #J-18808-Ljbffr Confidential Jobs
Vacancy posted 16 hours ago
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UBS
Atlanta, GA2 days ago
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