Client Service Associate
Stealth
Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families. You will maintain client records, prepare meetings, and coordinate with Operations. Senior level duties include complex asset transfers, trust and estate coordination, and proactive advisor support to deepen client relationships. #J-18808-Ljbffr
Vacancy posted 5 days ago
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