Wealth Management Client Service & Operations Associate
GemHarvest Executive Recruiting
GemHarvest Executive Recruiting is seeking a highly organized client service and operations professional to join a boutique fee-only RIA in Atlanta. You will work closely with the founder in a high-touch, planning-focused practice serving successful professionals and their families. You will manage client service requests, triage the shared inbox, coordinate scheduling, and support onboarding, account openings, transfers, and custodial paperwork. #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 2 days ago
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