Client Services Specialist - Wealth Management

$56k - $68k

gpac

Client Services Specialist - Wealth ManagementLooking for your next step? 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 reportingWhat you bring:- 1-3 years of wealth management or financial services operations experience- Familiarity with custodial platforms; FINRA licensing a plus- Excellent client service skillsWhy 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 basePay: $56K - $68K + bonus potential

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Vacancy posted 3 days ago

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