Client Services Specialist - Financial Planning Support

Tarrant Financial Advisors is seeking a detail-oriented Client Service Associate in Dunwoody, GA, to support advisors and the operations team. This role involves managing client communications, preparing for meetings, and ensuring compliance within a collaborative environment. Candidates should have 5+ years in financial services, strong organizational and communication skills, and experience with financial software. The position offers a hybrid work model and a comprehensive benefits package including health insurance.
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