Wealth Client Support Specialist
Fidelity Investments
Fidelity Investments Inc. is seeking a Client Support Specialist in Atlanta, GA, to enhance relationships with high net worth clients and support their complex service and investment needs. The successful candidate will engage with clients through inbound calls, providing product guidance and processing various transactions. The role requires a Series 7 certification, and Series 63 within 90 days, along with 2-3 years of financial services experience. Strong customer service and communication skills are vital for success in this position. #J-18808-Ljbffr
- ...delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative... ...relationships, trust, and long-term impact. The Wealth Client Specialist (WCS) role supports Fiduciary Officers within the...SuggestedWork at office
- ...Wealth Enhancement Group, LLC is seeking a Client Service Associate in Atlanta, GA. This role involves managing the client experience from onboarding to administration, acting as a liaison between clients and Financial Advisors. Ideal candidates will have a Bachelor’s...Suggested
- ...Across every program, we are committed to providing compassionate, client-centered care that fosters healing and growth. Our services are... ...to free trainings and workshops on a variety of topics to support intern education Monthly and bimonthly meetings with other interns...SuggestedInternshipWork at officeLocal areaRemote workFlexible hours
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hoursNight shift
$22 - $24 per hour
...lasting relationships, deeply understanding the challenges our clients face, and fostering their success every step of the way. VersiTech... ...paced, structured customer care environment. Ability to support multiple servicing across payment processing products. Support...SuggestedHourly payShift workDay shift- ...Job Summary LJ Horizons is looking for a Client Support Specialist to provide exceptional service and assist clients through a structured coordination process in a remote setting. This position is a great fit for individuals who enjoy building relationships, staying organized...Remote workFlexible hours
- ...A travel support company is looking for detail-oriented individuals to join their remote team. You will be responsible for assisting clients with organizing reservations and related services while maintaining thorough communication and organization. Ideal candidates will...Remote work
- ...Client Support Specialist Location: Atlanta, GA Department: Client Support Type: Full Time Min. Experience: 2 years Our Client Support team provides technical and logistical phone support for the lifecycle of our clients' projects. We create an extraordinary...Full timeContract workFor contractorsCasual workRemote work2 days per week
- ...Client Support Specialist (Remote) Overview We are seeking a Client Support Specialist to assist individuals and families with planning, organizing, and coordinating travel experiences. In this role, you will support clients as they explore vacation options, organize trip...Remote workFlexible hours
- ...Client Support Specialist (Bilingual, French or Spanish) We're looking for a Customer Support Specialist to join our growing support team and help customers successfully use our software products. This role is ideal for someone early in their SaaS support career who...Remote work
$45k - $48k
...Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace...Full timeFor contractorsWork at office- ...A remote service company is seeking a dedicated Customer Service Representative to assist clients by providing guidance and support through a structured service model. In this fully remote role, you will respond to customer inquiries, assist with scheduling, and ensure...Remote workWork from home
- ...A supplemental benefits firm is seeking Remote Client Support Specialists to assist families across the United States. This remote-first opportunity involves conducting virtual consultations, guiding clients through benefit options, and providing ongoing support throughout...Remote workFlexible hours
- ...A travel agency is seeking a reliable Travel Client Support Specialist to provide exceptional support throughout the travel journey, from booking to returning home. The ideal candidate is detail-oriented, enjoys helping others, and has excellent communication skills. This...Remote workFlexible hours
- ...Kopp Travels USA is seeking a reliable and service-driven Travel Client Support Specialist to support our clients throughout their travel journey from the moment they book until they return home. This role is ideal for someone who enjoys helping people, pays close attention...Immediate startRemote workFlexible hours
- First Citizens Bank is seeking a Wealth Client Specialist in Atlanta, Georgia, to support Fiduciary Officers within the Wealth Division. Responsibilities include service-oriented activities, client documentation, and data analysis. Candidates should have a Bachelor's Degree...
- Waystar is looking for a Technical Support Analyst to provide exceptional support to clients through various communication methods, including phone calls and online requests. The ideal candidate should demonstrate problem-solving skills and a passion for client satisfaction...
- A commercial insurance brokerage in Atlanta, GA, is seeking a Client Support Specialist for early career candidates or new graduates. This full-time role focuses on servicing clients, handling coverage questions, and supporting the insurance marketing process. The ideal...Full timeWork at office
- A leading technology provider in Atlanta is seeking a Client Support Specialist to provide exceptional technical and logistical support for clients. The role requires strong problem-solving abilities and excellent communication skills to exceed client expectations. You'...Remote job
- Client Support Specialist- Early Career/New Graduates Join to apply for the Client Support Specialist- Early Career/New Graduates role at Rhodes Risk Advisors Job Purpose: This position is responsible for supporting all aspects of new & existing accounts for a commercial...Full timeWork at office
- Client Support Intern Job Purpose A hands-on role in learning the foundations of Commercial Property & Casualty Insurance. Over 8 weeks, you’ll gain exposure to account management, client service, and the inner workings of a retail brokerage firm. This internship is designed...InternshipSummer internshipWork at office
- A customer support company is seeking a highly motivated Client Support Associate in Atlanta, Georgia. In this role, you will provide exceptional support to clients and their customers via phone, email, and chat. The ideal candidate has a Bachelor's degree, 1-2 years of...
- Cooper Lighting Solutions is looking for a Dedicated Specialist in Wholesale Payments to manage high-value client portfolios in Atlanta. This senior role involves providing top-tier client service, resolving inquiries, and utilizing banking knowledge to enhance client...
$30k - $75k
...Client Support Specialist (Remote) Atlanta, Georgia, United States $ 30,000.00 - 75,000.00 (US Dollar) Or refer someone Overview We are seeking a Client Support Specialist to assist individuals and families with planning, organizing, and coordinating travel...Remote jobFlexible hours- JPMorganChase is seeking a Client Associate in Atlanta, Georgia. In this role, you'll support Financial Advisors while ensuring excellent service to ultra-high net worth clients. Your responsibilities include client onboarding, account management, and making investment...
- ...Job Title Responsible for supporting the coordinated delivery of personal... ...portfolio of affluent clients. Provide client support to Trust... ...with other members of the Wealth team (Advisors, Planners, etc... ...role as a Fiduciary Support Specialist, trust experience, investment...Full timePart timeFlexible hoursNight shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...individuals and families. Your expertise will support a wide range of clients, from those just...
- RedBlack is a leading provider of wealth technology and managed... ...deliver superior outcomes for clients. With its award-winning investment... ...for over 15 years, RedBlack supports more than $900 billion in... ...the role The Customer Support Specialist is a key member of the support...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...individuals and families. Your expertise will support a wide range of clients, from those just...
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