Client Service Associate – Wealth Management
An established, growing wealth management firm is seeking a motivated Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional or career changer who wants to build a long-term career in wealth management.
We’re looking for someone who can be counted on to get things done. You take ownership, follow through on commitments, anticipate what needs to happen next, and look for better ways to work. You don’t wait to be told every next step—you’re proactive, curious, and ready to contribute.
What You’ll Do
What We’re Looking For
Why Join?
Build a career, not just a resume.
Whether you’re already in financial services or looking to bring your skills into a new industry, this is an opportunity to build valuable wealth management expertise. You’ll work closely with experienced advisors, develop meaningful client relationships, learn the business, and take on greater responsibility as you grow.
Location: Atlanta, GA | Hybrid
Client Service Associate - Atlanta& GA • Chicago, Illinois, United States
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