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Client Success Specialist II — Wealth Advisory
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-12
Listing for:
Corient
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Manager
Job Description & How to Apply Below
A wealth management firm in Atlanta is seeking a Client Success Specialist to assist the advisory team by serving as the central point of contact for client requests. The ideal candidate will have a Bachelor's degree and 3-5 years of experience, as well as strong customer service and communication skills. This role involves coordinating client requests and utilizing Salesforce to manage interactions.
Competitive benefits including a 401(k) plan and medical options are offered.
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