Client Success & Relationship Analyst
powertoflyAtlanta, GA
Client Success & Relationship Analyst
powertoflyAtlanta, GA
2 days ago
Occupations
Financial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceOther Individual and Family ServicesHuman Resources Consulting ServicesAbout the role
A leading financial services firm located in Atlanta is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. The role involves building client relationships, assisting with transactions, and providing administrative support. Candidates should possess strong interpersonal skills and a detail-oriented mindset. An equivalent high school diploma is required, with a college degree preferred. This position offers a dynamic and supportive work environment that values diversity and inclusion.
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JOB OVERVIEW
Experience level
Junior
Location
Atlanta, GA
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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