Job #: 8954
Title: Client Service Associate
Job Location: Atlanta, Georgia - United States
Salary: $50,000.00 - $90,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Client Service Associate - Atlanta, GA - Established Wealth Management Firm
Established Fee-based Wealth Management Firm in Atlanta seeks a Client Service Associate to assist the client service team in servicing HNW individuals and families.
Extensive growth opportunity to develop into a wealth planning associate with future equity potential. JOB DESCRIPTION
* Assist with setting up client accounts and the preparation of reports QUALIFICATIONS
* Handle client needs and communicate with their outside advisors
The ideal candidate will have excellent interpersonal skills, a CFP or the desire to obtain one, and some finance exposure from an accounting, law, or financial services firm.
Will consider fresh grads with relevant internship experience.
How to Apply: