Wealth Management: Client Service Associate

A financial planning firm based in Atlanta is seeking a versatile Client Service Associate to support advisors and clients. This role requires at least one year of experience in the financial services industry, focused on delivering exceptional client service and support. Responsibilities include processing client service items, coordinating account activities, and maintaining CRM systems. The ideal candidate is organized, detail-oriented, tech-savvy, and possesses strong communication skills.

If you are committed to providing high-quality service and improving processes, we want to hear from you.
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