Wealth Client Services Specialist

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Vacation and sick days

Job summary

The Fayette Chamber of Commerce in Atlanta, Georgia, is seeking a team member to provide in-office support for Wealth Advisors who manage high net-worth clients. This role involves interacting directly with clients, handling requests, and supporting workload management.

The ideal candidate will possess strong organizational skills, excellent communication, and banking knowledge. The position offers a comprehensive benefits package, including medical, dental, and a 401(k) plan, alongside vacation and sick days.

Qualifications

• 5+ years of previous banking or other financial institutional experience is preferred.
• Ability to travel occasionally overnight.
• Responsive to coaching and able to learn independently.

Responsibilities

• Provide support to Wealth Advisors managing high net-worth clients.
• Triage and delegate requests to centralized service team.
• Maintain accurate client records and documentation.

Skills

Organizational skills

Interpersonal skills

Communication skills

Customer service

Banking knowledge

Education

Undergraduate degree or 4+ years of banking experience

Tools

Microsoft Office

Job description

The Fayette Chamber of Commerce in Atlanta, Georgia, is seeking a team member to provide in-office support for Wealth Advisors who manage high net-worth clients. This role involves interacting directly with clients, handling requests, and supporting workload management.

The ideal candidate will possess strong organizational skills, excellent communication, and banking knowledge. The position offers a comprehensive benefits package, including medical, dental, and a 401(k) plan, alongside vacation and sick days.