Client Services Specialist - Wealth Management
- Snellville, GA, United States
$56,000 to $68,000 USD / year
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Job details
- Pay
- $56,000 to $68,000 USD / year
- Apply by
- Experience
- 1-3 years of wealth management or financial services operations experience
- Posting language
- English
- Posted
Original job description
Client Services Specialist - Wealth Management | Atlanta, GA
Looking for your next step? A well-respected regional CPA and advisory firm is hiring a Client Services Specialist - Wealth Management in the Atlanta area. You'll join a respected, growing team where your work is visible and your development is a priority.
What you'll do:
- Deliver operational support to advisors and clients
- Process account requests, transfers and paperwork with custodians
- Resolve service issues and maintain CRM records
- Support client meetings and reporting
What you bring:
- 1-3 years of wealth management or financial services operations experience
- Familiarity with custodial platforms; FINRA licensing a plus
- Excellent client service skills
Why join:
- Competitive compensation and comprehensive benefits
- Hybrid flexibility and supportive leadership
- Strong training, mentoring and a clear path to advancement
- Collaborative culture serving a diverse client base
Pay: $56K - $68K + bonus potential
Interested? Reach out confidentially to Eric Reuer, Senior Search Consultant at gpac | (605) 518-2234 | eric.reuer@gogpac.com
More about this job
Skills
- CPA
- Reporting
- Cleaning