Top 806 Senior client advisor Jobs in Alpharetta, Ga

Senior Client Service Associate
Xception Family Office —Sandy Springs, GA
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
12d
Senior Customer Success Manager (Remote - GA)
Nodes & Links —Atlanta, GA
- $140,000 - $155,000 a year
- Full-time
- Remote
- 5 years
- Construction experience
- Senior level
- Health insurance
- 401(k)
HR Coverage/Content Divisions Manager – Corporate Communications – Director
Morgan Stanley —Alpharetta, GA
- Full-time
- Office
- Senior level
- 4 years
National Consulting - Microsoft Enterprise Platform - Senior Manager (Architect & Solution Lead Role
EY —Atlanta, GA
- $170,600 - $443,200 a year
- Computer Science
- Up to 50% travel
- Bachelor's degree
- Paid holidays
- Health insurance
Manager, Tax
Forvis Mazars —Atlanta, GA
- Full-time
- CPA
- 5 years
- Master's degree
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Manager, Tax
Forvis Mazars —Atlanta, GA
- Full-time
- CPA
- 5 years
- Master's degree
Quick Apply
Senior Financial Planner
Wealth With No Regrets —Alpharetta, GA
- $95,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
- Relocation assistance
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Senior Associate, Tax
Forvis Mazars —Atlanta, GA
- Full-time
- CPA
- Mid-level
- Master's degree
Quick Apply
Counsel, Claim
Travelers —Alpharetta, GA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Senior Associate, Transaction Advisory
Forvis Mazars —Atlanta, GA
- Full-time
- CPA
- Mid-level
- Finance
Quick Apply
Principal Solution Architect, Cyber Security
Bain & Co. —Atlanta, GA
- $168,500 - $234,500 a year
- Full-time
- Azure
- Office
- AWS
- Wellness program
- Paid holidays
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Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
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Board Certified Behavior Analyst (BCBA) - Smyrna, GA (Hybrid)
BlueSprig —Smyrna, GA
- $80,000 - $103,000 a year
- Hybrid work
- Background check
- Clinic
- Children
- Paid holidays
- Dental insurance
Quick Apply
2d
CFO Senior Director
NOW CFO —Atlanta, GA
- $160,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Travel
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Senior Accident Reconstruction Engineer
J.S. Held LLC —Atlanta, GA
- $100,000 - $180,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Math
- Travel
- Commuter assistance
- Health insurance
Quick Apply
13d
Senior Corporate Counsel
Global Payment Holding Company —Atlanta, GA
- Full-time
- 3 years
- Senior level
- Communication skills
Quick Apply
10d
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+
United Placement Group —Atlanta, GA
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Travel
- Senior level
Quick Apply
3d
Director of Tax
UHY LLP —Atlanta, GA
- Full-time
- CPA
- Office
- Finance
Quick Apply
11d
Sr Claims Consultant, Commercial Risk- Middle Market
The Baldwin Group —Atlanta, GA
- Full-time
- Microsoft Word
- Spanish
- 7 years
Board Certified Behavior Analyst (BCBA) - Buford, GA (Hybrid)
BlueSprig —Buford, GA
- $85,000 - $113,000 a year
- Hybrid work
- Background check
- Children
- Pediatrics
- Paid holidays
- Dental insurance
Quick Apply

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senior client advisor jobs near alpharetta, ga

Senior Client Service Associate

Xception Family Office
Sandy Springs, GA

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Job Details

Full-time
$75,000 - $100,000 a year
12 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Opening bank accounts
Electronic fund transfers
Estate planning needs analysis
Financial planning software
Teamwork
Customer relationship building
Investment management software
Life insurance knowledge
Managing clients in a customer support role
Bachelor's degree
Task prioritization
Client services
Investment account customer support
Cash management
Working with families
Financial services
Estate planning
Retirement planning advisory services

Full Job Description

Job Title: Senior Client Service Associate

Position Summary

Xception Family Office is a growing multi-family office built to serve select families who have amassed significant wealth but lack the scale to justify a dedicated single-family office. As demand for personalized, institutional-quality wealth management continues to rise, we are expanding our team and refining the way we deliver advice. Joining now means becoming part of a firm where your ideas will directly shape our platform, culture, and client experience.

The Senior Client Service Associate works side by side with a senior advisor to care for a group of client families. The role is centered around being a trusted, responsive presence for clients while helping put their financial plans into action. The work involves preparing for and following up on client meetings, pulling together planning and portfolio materials, and handling the account and money movement requests that keep everything running smoothly behind the scenes.

This is a client-facing, relationship-driven role for someone who takes real ownership of the details and wants to grow their planning skills alongside an experienced advisor. The role is designed as a progression toward a Junior Wealth Advisor position, with increasing responsibility for planning work, client relationships, and investment strategy over time.

Key Responsibilities

Client Service & Relationship Support

· Serve as a day-to-day point of contact for client families, responding to questions and requests promptly and thoughtfully

· Prepare for client meetings and handle the follow-up, so nothing discussed with a client is left undone

· Get to know each family well — who is involved, what matters to them, and what they are working toward

· Keep the senior advisor informed on what clients need and where things stand

· Deliver a consistent, personal experience across every interaction

Planning & Advisory Support

· Help the senior advisor develop and carry out each family's financial plan, spanning investments, taxes, estate planning, insurance, and cash flow

· Build and update planning analyses and projections, and prepare the materials clients see

· Prepare performance reports and portfolio summaries ahead of client conversations

· Support investment recommendations and put them into action, in keeping with the firm's portfolio guidance and each family's objectives, risk tolerance, and liquidity needs

· Track ongoing items across a family's portfolio, including outside managers and private investments

· Coordinate with clients' CPAs, attorneys, and insurance professionals to keep everyone working from the same plan

· Turn investment and planning detail into clear, client-ready explanations

Account Administration

· Open and maintain accounts, and prepare the related paperwork for client signature

· Work directly with the custodian to set up accounts, resolve questions, and keep records current

· Process money movement requests — wires, transfers, and distributions — accurately and on time

· Manage paperwork and cash flows tied to private investments, such as capital calls and distributions

· Keep client account and reporting information accurate, and follow up on anything that looks off

Collaboration & Continuous Improvement

· Collaborate with investment and operations team

· Serve as a knowledgeable resource for teammates on client questions and firm processes

· Suggest better ways of working and help put new tools and processes in place

Qualifications

· Minimum of 3+ years in wealth management, a family office, or financial services, in a client-facing service role supporting an advisor and a book of client relationships

· Exposure to financial planning work — plan preparation, projections, and client deliverables — and familiarity with planning topics such as tax, estate, retirement, cash flow, and insurance

· General understanding of investment portfolios and how recommendations are implemented, including the role of life insurance in estate and wealth transfer planning

· Comfortable with the mechanics of account opening, custodial paperwork, and money movement; experience with Black Diamond and Schwab strongly preferred

· Proficient with eMoney, Excel, and other planning and reporting tools

· Exceptional attention to detail and follow-through, with the ability to juggle competing priorities and explain complex information clearly

· Warm, professional communicator who enjoys client contact and exercises sound judgment with sensitive family information

Credentials (Preferred)

· Bachelor's degree in Finance, Economics, or a related field

· Series 65 (or obtain within first three months of employment)

· Progress toward or completion of the CFP®, CFA, or similar designation

Key Competencies

· Client-centric mindset

· Ownership and accountability

· Collaboration

· Attention to detail

· Discretion and professionalism

Compensation & Benefits

Xception Family Office offers a competitive compensation and benefits package:

· Competitive base salary commensurate with experience, plus performance-based incentive compensation

· Comprehensive health coverage, including Medical, Dental, and Vision insurance

· Employer-paid Life and Disability insurance

· 401(k) retirement plan with employer contributions

· Paid Time Off (PTO) and firm-recognized holidays

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

senior client advisor jobs in alpharetta, ga

Senior Client Service Associate

Senior Customer Success Manager (Remote - GA)

HR Coverage/Content Divisions Manager – Corporate Communications – Director

National Consulting - Microsoft Enterprise Platform - Senior Manager (Architect & Solution Lead Role

Manager, Tax

Manager, Tax

Senior Financial Planner

Senior Associate, Tax

Counsel, Claim

Senior Associate, Transaction Advisory

Principal Solution Architect, Cyber Security

Associate Financial Advisor

Board Certified Behavior Analyst (BCBA) - Smyrna, GA (Hybrid)

CFO Senior Director

Senior Accident Reconstruction Engineer

Senior Corporate Counsel

Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+

Director of Tax

Sr Claims Consultant, Commercial Risk- Middle Market

Board Certified Behavior Analyst (BCBA) - Buford, GA (Hybrid)

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