Senior Wealth Management Client Services Lead

PowerToFly; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diversity and inclusion initiatives

Opportunities for professional development

Job summary

A financial services firm is seeking a seasoned Client Service professional in Atlanta to enhance client relationships and support business development. The role requires over 5 years of experience along with active Series 7 and 66 (or 63 and 65) licenses. Candidates should possess strong leadership, organizational, and client service skills. Operating in a dynamic environment, you will help manage client interactions and ensure an exceptional experience. This position offers a chance to be part of a premier firm committed to diversity and excellence.

Qualifications

• 5+ years of work experience in a relevant field required.
• Four-year college degree or professional certification preferred.
• Active licenses (Series 7, 66 or 63 and 65) required.

Responsibilities

• Cultivate relationships with business partners and colleagues.
• Assist in enhancing client relationships by providing exceptional service.
• Deliver against client service model, track follow-ups, and prepare for meetings.

Skills

Strong leadership skills

Detail-oriented with superior organizational skills

Exceptional writing, interpersonal, and client service skills

Knowledge of financial services products

Strong time management skills

Technically proficient with MS Office

Ability to work in a fast-paced environment

Education

Four-year college degree or professional certification

Active Series 7, 66 or 63 and 65 licenses

Tools

MS Office (particularly MS Excel)

Job description

A financial services firm is seeking a seasoned Client Service professional in Atlanta to enhance client relationships and support business development. The role requires over 5 years of experience along with active Series 7 and 66 (or 63 and 65) licenses. Candidates should possess strong leadership, organizational, and client service skills. Operating in a dynamic environment, you will help manage client interactions and ensure an exceptional experience. This position offers a chance to be part of a premier firm committed to diversity and excellence.