Wealth Management Client Services Associate (Atlanta)

A global financial services company based in Atlanta is seeking a Registered Client Service Associate. This role involves maintaining client information, educating clients on services, and preparing reports for meetings. The ideal candidate should have 3-5 years of experience in client service within the financial industry and must possess Series 7 and 66 licenses. Strong communication, detail orientation, and proficiency in Microsoft Office Suite are essential. This position offers an opportunity to contribute to a collaborative team environment. #J-18808-Ljbffr