Wealth Management Office Lead | Client Ops & CRM Pro
Advisor Talent Solutions
Park Square Financial Group is seeking a Wealth Management Office Manager in Roswell, GA. The ideal candidate will have 3+ years in Office Management, preferably in the financial sector, and proficiency in MS Office and CRM software. Responsibilities include maintaining firm metrics, supporting Advisors, and managing client communications. Attractive perks such as health and dental insurance and a competitive salary are offered, alongside a full-time onsite schedule, Monday to Friday. #J-18808-Ljbffr Advisor Talent Solutions
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Office Lead | Client Ops & CRM Pro in Roswell, GA vacancy
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...America. Merrill is committed to an in-office culture that supports collaboration,...Work at officeSeasonal workShift workDay shift
Dormont Manufacturing Company
Alpharetta, GA2 days ago - Position: Wealth Management Office Manager Firm: Park Square Financial Group Location: Roswell, GA Overview... ...as the primary POC for scheduling, client meeting prep, and client service... ...documentation Support and troubleshoot CRM and other platforms What We’re Looking...Work at officeCRMWork experience placementMonday to FridayAfternoon shift
- ...is a planning-centric, client-first independent... ...founded in 1992 and a leading member of Integrated Financial... ...planning and wealth management. Position Overview We... ...organize and maintain CRM records and client information... ..., CRMs, Microsoft Office products, and broker/dealer...Work at officeCRM
Integrated Financial Group, Inc.
Dunwoody, GA3 days ago - ...Business Insurance Sr. Client Executive Our not-so... ...possibilities. With 200 offices across North America,... ...resources of the world's leading professional services... ...data entry into Agency Management System Tactful demonstration... ...Preferred (CIC, ARM, CRM, CPCU, AIDA) All Core...Work at officeCRMContract workWork experience placementLocal areaNight shift3 days per week
- ...Business Insurance Sr. Client Manager Our not-so-secret sauce. Award... ...possibilities. With 200 offices across North America, we combine... ...global resources of the world's leading professional services firm,... ...Designation Preferred (CIC, CRM, ARM, CPCU) ~ Manages a book...Work at officeCRMContract workWork experience placementLocal areaNight shift3 days per week
$70k - $90k
...Health insurance Vision insurance Office Manager - Insurance Agency (In Person... ...bilingual Office Manager to lead daily operations at our in... ...and ensure a professional, client-ready environment Lead, coach... ...field Strong computer skills (CRM/AMS systems, carrier portals,...Work at officeCRM- ...trusted anesthesia practice management partner for healthcare... ...nationwide. With a wealth of knowledge and skill... ...to the needs of their clients, medical staff and communities... ...Utilize CRM platforms and AI-powered... ...work outside of standard office hours. Disclosures...Work at officeCRMWork experience placementLocumFlexible hours
Premier Anesthesia
Alpharetta, GA19 hours ago - ...role, you will be responsible for managing key client relationships, driving revenue... ...deliver tailored solutions. Lead client meetings, presentations,... ...abilities. ~ Proficiency in CRM tools (e.g., Salesforce, HubSpot) and Microsoft Office Suite. ~ Ability to work...Work at officeCRM
- ...their next Account Manager/Account Executive.... ...small-to-mid-market clients in industries that... ...a tight pipeline. CRM discipline is non-negotiable... .... You\'ll manage leads, track activity,... ...Collaborating with ops and leadership. You... ...Microsoft Office proficiency (yes, still...Work at officeCRM
Maverick Search Partners
Marietta, GA3 days ago - ...Description Job Description Studio Leads at JETSET Pilates are dynamic team members that help clients and assist instructors. Studio... ...in conjunction with the General Manager/Owner-Operator by utilizing the Client Relationship Manager (CRM) system (AXLE). Maintain a...CRMDay shiftAfternoon shift
JETSET Pilates
Alpharetta, GA28 days ago - Sora Resource Group, located in Roswell, Georgia, is seeking a Territory Clinical Manager to supervise day-to-day clinical and office operations. The role involves ensuring that services meet professional standards and regulatory requirements while managing patient care...Work at office
$70k - $75k
...exhibitors, close deals, and manage existing accounts to ensure retention... ...closer, skilled at matching client needs to event opportunities,... ..., GA or New York, NY office. Responsibilities Drive... ...Experience with Salesforce or similar CRM required. Strong...Work at officeCRMFlexible hours$150k - $210k
...experience an extraordinary wealth transfer, with an... ...network of local offices, financial advisors... ...professional to lead in a faith‑aligned,... ...and Relationship Managers by providing expert... ...advisory, or other client‑facing roles involving... ..., PowerPoint), CRM systems, and financial...Work at officeCRMFull timeLocal areaRemote workFlexible hoursNational Christian Foundation
Alpharetta, GA1 day ago- ...Novatech is The Managed Office Provider, offering a comprehensive portfolio... ...technology solutions to your clients? As we grow nationwide, we... ...by cold calling and driving leads Adopt Novatech’s culture... ...with Salesforce (or similar CRM) and Microsoft Office A valid...Work at officeCRMLocal area
NovaTech
Alpharetta, GA1 day ago - ...Community Sales Manager (CSM) We're seeking Community Sales Managers (CSM's) to join our... ...Sales purchase agreement Using the CRM as a prospecting tool Community management... .... Report to Division/Corporate Office/Community daily and adhere to schedule...Work at officeCRMFull timeTraineeshipFlexible hours
$14 - $16 per hour
...CircusTrix dba Sky Zone Team Lead Full-time Onsite... ...Reports to: General Manager Travel: N/A FLSA: Non... ...skills to run a shift like a pro. No need to be a fully developed... ...systems and tools like Microsoft Office Suite and Teams; comfortable...Work at officeFull timePart timeAll shiftsFlexible hoursShift workWeekend workAfternoon shiftSky Zone
Roswell, GA4 days ago$14 - $16 per hour
...boardroom, these values guide how we lead, collaborate, and show up for each... ...the skills to run a shift like a pro.No need to be a fully developed manager just dependable, driven, and ready... ...) systems and tools like Microsoft Office Suite and Teams; comfortable learning...Work at officeFull timePart timeAll shiftsFlexible hoursShift workWeekend workAfternoon shiftSky Zone
Roswell, GA3 days ago- ...Client Service Advisor The Client Service Advisor (CSA) is a vital... ...sales and repair orders, managing returns, generating reports, and... ...hybrid position with 3 days in office and 2 days work from home.... ...customer interactions in the CRM system Collaborate with internal...Work at officeCRMWork from home
Digital Check
Alpharetta, GA3 days ago $65k - $70k
...business and generating sales leads within an assigned... ..., with prospective clients to set appointments... ...all information in our CRM and activity tracking sheets... ...Proficiency in Microsoft Office (Word, Excel,... ...Customer Relationship Management/CRM systems such as Salesforce...Work at officeCRM- ...Pilates studio known for our elevated client experience, high-energy classes,... ...sales through proactive outreach, lead follow-up, and consultative selling Manage and nurture a pipeline of... ...records and lead data within our CRM Support retention efforts by staying...CRMPart timeLocal areaFlexible hours
- ..., operationalize, and execute managed sales and customer experience... ...with each other and with our clients. By putting people first, working... ...: Proficient with standard office software (e.g. MS Excel, Word,... ...Customer Relationship Management (CRM) systems and contact center...Work at officeCRM
MarketSource
Alpharetta, GA3 days ago - ...Advenir Azora Living LLC in Marietta, GA is seeking a Community Manager to oversee a multi-million-dollar property, managing leasing,... ...and written communication, and proficiency with Microsoft Office, CRM and payroll software; offered benefits include 401(k) with 50%...Work at officeCRM
Advenir Azora Living LLC
Marietta, GA14 hours ago - ...Position Overview As an Account Manager, you'll serve as the primary client contact, ensuring exceptional service... ...field preferred. Physical Demands: Office with client site visits; standard requirements... ...Skills Account management, CRM tools, client communication. Upsell...Work at officeCRMContract workApprenticeship
Tebarco Mechanical Corp
Alpharetta, GA2 days ago - ...LocumTenens.com has been leading the way in a booming... ...calls to new and existing clients within their assigned... ...their satisfaction Manages daily schedule of calls... ...Salesforce or relative CRM systems Ability to effectively... ...Typical office environment - sedentary...Work at officeCRMTemporary workWork experience placementLocum
- ...Roswell, GA, seeks a warm, professional, and self-sufficient Office Manager / Receptionist to serve as the face of the firm. This full-time... ...leadership and focuses on delivering an organized, compassionate client experience. The ideal candidate will handle client...Work at officeFull time
$90k
...Are you a detail-oriented account manager who excels at client relationships in a services... ...This is a dynamic opportunity to lead operations, build lasting relationships... ...with scheduling tools, CRM systems, and Microsoft Office. Valid driver’s license and clean...Work at officeCRMFull timeSeasonal workCobalt Search
Alpharetta, GA2 days ago- ...Join Our Team as a Community Manager at Advenir Azora Living! Ready to grow your career... ...ll drive sales, ensure performance, and lead your team to success. This role requires... ...skills ~ Proficiency in Microsoft Office, CRM, and payroll software How we reward...Work at officeCRM
Advenir Living
Marietta, GA3 days ago $68k - $93k
...arranged into markets and regions. The local office is the key to serving customers across... ...scope of work and the impact of client‑issued bulletins, field directives, and scheduling... ...‑related issues with the clients. Manages the selection, ordering, budget, and delivery...Work at officeContract workFor contractorsFor subcontractorLocal areaDormont Manufacturing Company
Roswell, GA1 day ago$90k
...bring the scripts. We bring the leads. You bring the drive, and we'... ...from the database Qualify clients based on needs, timing, and motivation... ...team Maintain accurate CRM records and follow-up tasks... ...Helping families build wealth and make confident real estate...CRM- ...experience to our consultants and clients alike. We are seeking a... ...Consultant Care & Relationship Management Build and maintain strong relationships... ...within TrackerRMS (ATS/CRM) and Excel tracking sheets. Maintain... ...a plus) and Microsoft Office Suite, especially Excel. Experience...Work at officeCRM16 hoursFull timeTraineeship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Office Lead | Client Ops & CRM Pro. Be the first to apply!
Related searches
- crm sales Roswell, GA
- crm Roswell, GA
- dynamics crm Roswell, GA
- construction management full time Roswell, GA
- managing broker Roswell, GA
- provider data management Roswell, GA
- care management associate Roswell, GA
- emergency management Roswell, GA
- director of managed care Roswell, GA
- entry level asset management Roswell, GA