Corient, Atlanta, GA, seeks a Client Services Associate to serve as the central contact for client requests and coordinate between clients, advisors, and support teams. You will ensure timely action, support client prospecting, and manage paperwork and account openings.
The ideal candidate has a Bachelor's degree and at least 5 years of experience, with proficiency in Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.
#J-18808-LjbffrWealth Concierge: Client Service Specialist II in atlanta at Unknown Company
This position is listed as full time and onsite.