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Wealth Client Services Associate

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-22
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Atlanta is seeking a Registered Client Service Associate (CSA) to enhance client relationships and support business growth. The role involves assisting clients with service requests, onboarding, and maintaining accounts while ensuring adherence to firm policies. Candidates should possess relevant industry licenses, a high school diploma, and preferably a college degree, along with exceptional communication and organizational skills.

This position offers a dynamic environment with growth opportunities.
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Position Requirements
10+ Years work experience
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