A growing wealth planning and consulting firm is actively recruiting for a Senior Client Manager to work out of their Atlanta office.  This individual will be tasked with supporting a long-standing Producer with this company who focuses on providing financial planning and solutions for affluent clientele.  The Senior Client Manager will be the lead secondary point of contact with clients and will handle many interactions with CPA’s and attorneys on behalf of clients. 

Qualified individuals will have the analytical ability to understand and convey complex financial concepts, a strong customer service background and a professional demeanor.  Preferring candidates with 5-7+ years’ experience in insurance, accounting or financial planning with any financial designations a big plus. 

Our client has offices across the nation but is still able to foster a family-friendly culture that offers employees autonomy and independence.