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.

Also on the board Same function, level within a rung

Level

Junior

Location

Atlanta, GA

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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