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Bank Customer Service

Wealth Services Specialist - Client Onboarding & Support

Remote / Online - Candidates ideally in
Marietta, Cobb County, Georgia, 30064, USA
Listing for: United Community
Full Time, Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution is seeking a Private Wealth Service Specialist in Marietta, GA to enhance client relations and provide operational support. The role involves assisting with client onboarding, maintaining documentation, and ensuring compliance with regulations. Ideal candidates will have customer service experience in banking or investment, strong interpersonal skills, and proficiency with Microsoft Suite. This full-time, non-remote position requires some travel and flexible hours.
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