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

Apply

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

Network Relations Client Services Lead
...middle of an unprecedented wealth transfer - an estimated $1... ...The Network Relations Client Services Lead enables local offices by providing operational guidance... ...resource to Relationship Manager (RM) Teams, with a focus... .... ~ Familiarity with CRM systems (Salesforce preferred...
Work at office
CRM
Seasonal work
Local area
Remote work
National Christian Foundation
Alpharetta, GA
5 days ago
Wealth Management Office Manager - Roswell, GA
...Position: Wealth Management Office Manager Firm: Park Square Financial Group Location: Roswell,... ...Office Manager. The ideal candidate will be client facing, a self-starter, tech savvy, and... ...Support and troubleshoot CRM and other platforms What We're Looking...
Work at office
CRM
Full time
Work experience placement
Monday to Friday
Afternoon shift
Chelsea Senior Living
Roswell, GA
3 days ago
Business Insurance Client Manager
...Business Insurance Client Manager Our not-so-secret sauce. Award-winning... ...possibilities. With 200 offices across North America, we combine... ...resources of the world's leading professional services firm, Marsh... ...Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress ~...
Work at office
CRM
Contract work
Work experience placement
Local area
Night shift
Oliver Wyman
Alpharetta, GA
5 days ago
Business Insurance Senior Client Manager
...an Business Insurance Senior Client Manager at Marsh McLennan Agency (... ...limitless possibilities. With 200 offices across North America, we... ...global resources of the world's leading professional services firm,... ...Designation Preferred (CIC, CRM, ARM, CPCU) ~ Manages a book...
Work at office
CRM
Contract work
Work experience placement
Local area
Night shift
3 days per week
Marsh McLennan
Alpharetta, GA
3 days ago
Business Insurance Sr. Client Executive
...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...
Work at office
CRM
Contract work
Work experience placement
Local area
Night shift
3 days per week
Oliver Wyman
Alpharetta, GA
26 days ago
Business Insurance Sr. Client Executive
...Business Insurance Sr. Client Executive at Marsh McLennan... .... With 200 offices across North America, we... ...resources of the world’s leading professional services firm... ...data entry into Agency Management System Tactful demonstration... ...Preferred (CIC, ARM, CRM, CPCU, AIDA) All...
Work at office
CRM
Contract work
Work experience placement
Local area
Night shift
3 days per week
Marsh LLC
Alpharetta, GA
3 days ago
Agency Manager - State Farm Agent Team Member
$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 office
CRM
Celiasandoval
Roswell, GA
3 days ago
Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned
$103.6k - $189.7k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...work alongside our practice office professionals who are knowledgeable... ...deliverables Ability to lead projects and work...
Work at office
Summer holiday
Local area
Flexible hours
EY
Alpharetta, GA
9 days ago
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
$76k - $125.3k
...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...You will work alongside our practice office professionals who are knowledgeable and...
Work at office
Summer holiday
Local area
Flexible hours
EY
Alpharetta, GA
6 days ago
Client Services Coordinator / Office Administrator - Woodstock, GA
$45k - $58k
Client Services Coordinator / Office Administrator Salary: $45,000 - $58,000 annually, depending on experience... ...line of communication for the firm, managing inbound calls and emails, assisting... .... Familiarity with client portals, CRM systems, or document management...
Work at office
CRM
Full time
Local area
Crawford Thomas Recruiting
Woodstock, GA
13 hours ago
Client Intake & Conversion Manager
About the Role The Client Intake & Conversion Manager is accountable for end-to-end conversion performance... ...operating in virtual and/or in-office modalities. This role leads and develops Intake Leads and... ...standards Use dashboards, CRM data, and call recordings to diagnose...
Work at office
CRM
Local area
Monday to Friday
Flexible hours
The-Lisinski-Law-Firm
Norcross, GA
3 days ago
Locum Tenens Recruiter
...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... ...to recruiting systems, CRM and data management.... ...outside of standard office hours Understanding...
Work at office
CRM
Work experience placement
Locum
Flexible hours
Shift work
Premier Anesthesia
Alpharetta, GA
2 days ago
Account Executive, ASD
$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 office
CRM
Flexible hours
Emerald
Alpharetta, GA
4 days ago
Bilingual Client Specialist
...Description Job Description Our client is seeking two in office Bilingual Customer Service Representatives... ...a positive customer experience while managing multiple priorities... ...skills Proficiency with computers, CRM systems, and business software Ability...
Work at office
CRM
Monday to Friday
Accountants One
Alpharetta, GA
12 days ago
Studio Lead - Alpharetta
...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...
CRM
Day shift
Afternoon shift
JETSET Pilates
Alpharetta, GA
8 days ago
Inside Sales
...Analytics transforms facility management by combining smart... ...platform, TRAX empowers clients to measure and improve staff... ...that generate new leads. This role is hybrid with 3 days in office in Alpharetta, GA. Key... ...opportunities and update CRM (Salesforce or equivalent...
Work at office
CRM
Work from home
Flexible hours
TRAX ANALYTICS LLC
Alpharetta, GA
a month ago
Business Development Specialist
...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 office
CRM
Maverick Search Partners
Marietta, GA
4 days ago
Sales Account Executive
...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 office
CRM
Local area
NovaTech
Alpharetta, GA
1 day ago
Vice President of Enterprise SalesPortfolio Management
...positive difference for our clients and our organization.... ...sales and portfolio management engine—defining ICP and... ...revenue outcomes. Leads structured enterprise... ...definitions, inspection, and CRM integrity. Diagnoses... ...to come into the office for meetings and team building...
Work at office
CRM
Remote work
Decisely
Alpharetta, GA
2 days ago
Client Service Advisor
...Description Job Summary The Client Service Advisor (CSA) is a... ...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 office
CRM
Work from home
Benchmark Technology Group
Alpharetta, GA
25 days ago
Enterprise Account Manager
...Enterprise Account Manager BCM One is seeking a dynamic... ...high-value enterprise clients. You will act as a... ...of one of the following office locations: Grand Rapids... ...expand our footprint. Lead complex sales cycles... .... ~ Familiarity with CRM software and sales enablement...
Work at office
CRM
Remote work
Relocation
Thompson Street Capital Partners
Alpharetta, GA
5 days ago
Studio Lead - Sales Specialist
...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...
CRM
Part time
Local area
Flexible hours
JETSET Pilates
Alpharetta, GA
3 days ago
National Account Sales Manager II
...National Account Sales Manager II Job Category: Sales Requisition... ...build strong relationships with clients and maintain a robust national... ...~ Experience using a CRM tool (Salesforce.com preferred... ...trends ~ Knowledge of Microsoft Office products, specifically MS Word...
Work at office
CRM
Full time
For contractors
Remote work
Nichiha
Alpharetta, GA
4 days ago
Lead Underwriter - Environmental Casualty (Products Liability & Pollution) Manufacturing
$220k - $250k
...stand apart for our outstanding client service, intelligent risk... ...that govern its operations. Lead Underwriter – Environmental Casualty... ...will develop, underwrite, and manage a national portfolio of... ...model with a combination of in-office, remote work, and travel Location...
Work at office
Remote work
Flexible hours
Axis Services
Alpharetta, GA
6 days ago
Associate Account Executive- Sales
...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 office
CRM
Temporary work
Work experience placement
Locum
LocumTenens (Jackson Healthcare)
Alpharetta, GA
3 days ago
Head of Client Support Services
...Contribution Services Manager is responsible for overseeing... ...based out of the office in Alpharetta, GA. Reports... ...and delivers superior client service. 6. Other... ...processing more efficient. Leads team meetings to report... ...with ERP and CRM systems (Salesforce and...
Work at office
CRM
Temporary work
Seasonal work
Local area
National Christian Foundation
Alpharetta, GA
2 days ago
Retail Store Manager
...Description Retail Store Manager - Roswell, GA (On-Site)... ...Store Manager to lead our Roswell showroom and... ...deliver an exceptional client experience while driving... ...business insights and CRM tools to build long-term... ...Comfort using Microsoft Office and CRM systems to...
Work at office
CRM
Temporary work
Summer work
Local area
Gabriella White
Roswell, GA
13 days ago
Lead Maintenance Technician: Electrical & PM Pro
...Merchants LLC, located in Norcross, Georgia, is seeking a Lead Maintenance Technician to manage responsibilities such as diagnostic, troubleshooting,... ...working hours including overtime. Proficiency in Microsoft Office and the ability to work both independently and in teams...
Work at office
Flexible hours
TMW Merchants LLC
Norcross, GA
1 day ago
Talent & Operations Coordinator 4374
...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 office
CRM
16 hours
Full time
Traineeship
Tier4 Group
Roswell, GA
1 day ago
Lead Consultant Prof Services ATC
$120.2k - $201.8k
...with their team from their assigned office location, if available. A senior-... ...engaged as the technical primary project lead and architect. This seasoned... ...and provides consulting services and manages project activities from client identification through final invoicing...
Work at office
Temporary work
Local area
AT&T
Alpharetta, GA
5 days ago

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!