Senior Client Services Lead - Wealth Ops; Hybrid
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-24
Listing for:
Merritt Financial
Full Time
position Listed on 2026-01-24
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A wealth management practice is seeking a Senior Client Services Associate to enhance client service and operational excellence. The ideal candidate will have 5-10 years in wealth management, managing complex client service requests and ensuring high-quality executions. Responsibilities include onboarding clients, facilitating service requests, and mentoring junior staff. This position is critical for supporting growth within a collaborative team, offering salary between $60,000-$90,000 plus performance bonuses.
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Position Requirements
10+ Years
work experience
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