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Private Client Manager Jobs in Georgia (NOW HIRING)

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

... private client services and you know what white-glove actually means in practice, we'd like to talk. About finoBlue finoBlue is an Atlanta-based wealth management firm that specializes in helping ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

... private client services and you know what white-glove actually means in practice, we'd like to talk. About finoBlue finoBlue is an Atlanta-based wealth management firm that specializes in helping ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

... private client services and you know what white-glove actually means in practice, we'd like to talk. About finoBlue finoBlue is an Atlanta-based wealth management firm that specializes in helping ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

... private client services and you know what white-glove actually means in practice, we'd like to talk. About finoBlue finoBlue is an Atlanta-based wealth management firm that specializes in helping ...

Mercer France

Personal Lines Account Manager II

Savannah, GA · On-site

$41K - $56K/yr

Account Manager II (Field) Award-winning, inclusive, Top Workplace culture doesn't happen overnight ... Learn more about what makes us different and how you can thrive as a Private Client Advisor at ...

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Private Client Manager information

What is a private client manager?

A Private Client Manager is a financial professional who works closely with high-net-worth individuals to manage their personal wealth, investments, and financial planning. They provide tailored advice on a variety of financial products and services, including investment management, estate planning, tax strategies, and lending solutions. Private Client Managers typically work for banks, wealth management firms, or financial institutions, acting as the main point of contact for their clients’ financial needs. Their role requires strong relationship-building skills and a deep understanding of financial markets and products.

How does a private client manager typically collaborate with other departments to meet client needs?

Private Client Managers often work closely with teams such as investment advisors, tax specialists, legal advisors, and operations staff to provide comprehensive solutions tailored to clients' financial goals. Collaboration usually involves regular meetings to discuss client strategies, coordinate account management tasks, and ensure compliance with regulatory standards. This cross-functional teamwork helps ensure that clients receive a seamless, high-quality service experience while accessing a broad range of financial expertise. Effective communication and relationship-building are essential for success in this collaborative environment.

What are the key skills and qualifications needed to thrive as a private client manager, and why are they important?

To thrive as a Private Client Manager, you need strong financial acumen, wealth management expertise, and typically a degree in finance or business, often complemented by relevant certifications such as CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial planning tools is essential. Outstanding interpersonal skills, discretion, and proactive problem-solving set top performers apart in this client-focused role. These skills and qualities are crucial for building trust, delivering tailored financial solutions, and retaining high-net-worth clients.

What is the difference between Private Client Manager vs Wealth Advisor?

AspectPrivate Client ManagerWealth Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial advisory firms, banks, independent practice
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon across financial planning and investment advisory sectors
Search & Comparison IntentOften compared for client relationship and portfolio management rolesCompared for holistic financial planning and investment advice

While both roles serve high-net-worth clients, a Private Client Manager primarily focuses on managing client relationships and tailored banking services, whereas a Wealth Advisor provides comprehensive financial planning and investment strategies. The roles often overlap but differ in scope and focus within the wealth management industry.

What are the most commonly searched types of Private Client jobs in Georgia?

The most popular types of Private Client jobs in Georgia are:

What cities in Georgia are hiring for Private Client Manager jobs?

Cities in Georgia with the most Private Client Manager job openings:

Infographic showing various Private Client Manager job openings in Georgia as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution.

Client Support Specialist EHB

Atlanta, GA • On-site

Marsh McLennan
See more jobs at Marsh McLennanexternal

Other

Medical, Retirement

Re-posted 26 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Client Support Specialist, Employee Health & Benefits
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Support Specialist, Employee Health & Benefits at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Client Support Specialist with our Employee Health & Benefits team, you'll work to provide the day-to-day support for MMA clients. Whether it's reviewing plan documents and carrier certificates, assisting with the Request for Proposal (RFP) process, or creating benchmarking analyses, you will have the opportunity to dial into the details. Our Client Support Associates will create employee communications (benefit guides, open enrollment presentations, posters and flyers) and voiceover to PowerPoint presentations using BrainShark technology. You will have the support of our Client Management team as you grow and learn through creating comparisons of plans/rates and building/maintaining the benefits mobile app. As a Client Support Specialist, you will stand in for the Client Manager regularly with carrier implementation and renewals.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • Bachelor's Degree or equivalent work experience
  • 2 years previous administrative level experience required (Bachelor's degree required in lieu of 2 years administrative experience).
  • Strong analytical skills and proficiency with PowerPoint and Excel
  • Ability to manage multiple priorities and perform in a dynamic, fast-paced environment with multiple stakeholder
These additional qualifications are a plus, but not required to apply:
  • Providing problem-solving, consultation, advising and interpretation of policies and regulations related to Employee Health & Benefits
  • Intermediate knowledge of employee benefit markets and compliance preferred.
  • Life & Health License or ability to obtain within 90 day of employment
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work - minimum 3 days in office
  • Charitable contribution match programs
  • Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
  • Instagram
  • Facebook
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  • LinkedIn

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
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