Client Service Specialist-Duluth GA


Located in Lawrenceville, GA

Client Service Specialist

Duluth, GA


$40,000-45,000 salary

8AM - 5PM Monday - Friday


Job Highlights: 

  • Evaluation to hire!
  • Benefits available
  • Paid Weekly (every Friday)!
  • Competitive pay rate!
  • Entry Level!


Job Responsibilities: 

  • Assist client/advisory team with paperwork including account opening, money movement, and account updates
  • Answer incoming phone calls, check incoming mail, send outgoing mail, and greet visitors
  • Maintain CRM software and contact database
  • Manage client meetings (scheduling and coordinating, preparing necessary documentation, taking meeting notes, and documenting such in the client's CRM record
  • Record office supply inventory
  • Make bank deposits

What we are looking for: 

  • Experience in Finance or Wealth Management
  • Must also have general admin experience
  • High School diploma or GED

If you are interested in this position, please call Bobby at 678-475-1010 Ext 107 or email resume to  


Express Office: Lawrenceville
1695 Duluth Highway
Suite A
Lawrenceville, GA 30043
Apply Now