Client Service Manager - Wealth Advisory Ops
Merit Financial Advisors
Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Client Service Manager to oversee client interactions with confidentiality and efficiency. The role emphasizes relationship management, operational support, and adherence to regulatory standards. Ideal candidates have 2–4 years in wealth management client service, familiarity with Fidelity/Schwab platforms, and strong communication and teamwork skills. #J-18808-Ljbffr Merit Financial Advisors
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Manager - Wealth Advisory Ops in Marietta, GA vacancy
- ...pioneering financial services firm that invests heavily... ...an array of services, clients can receive tailored... ...Position: The Client Service Manager is a key role that... ...Submit & follow-up on advisory trade requests with... ...client service for a wealth management firm. FINRA...SuggestedFull timeTemporary workPart timeRemote workFlexible hours
- ...Transaction Advisory Services Healthcare Senior Manager Or Director Do you have an entrepreneurial mindset and are you wanting to make an impact in... ...service organizations. Responsibilities: Leads client engagement teams throughout every aspect of project deliverable...SuggestedLocal area
- ...challenge the status quo and help clients achieve what matters most. \n Schwab Wealth Advisory is a fee‑based, non‑... ...solution built on trust, personalized service, and a fiduciary commitment to our... ...clients. As a Wealth Advisor , you’ll manage ongoing client relationships,...SuggestedWork at office
Charles Schwab
Atlanta, GA11 hours ago $180k - $220k
Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing... ...efficiency, and measurable ROI across shared services, finance, IT, HR, customer service,... ..., and executive relationship management, this leader shapes how capabilities...SuggestedWork at office$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive -Cyber & Risk to join... ...leadership, and executive relationship management — shaping how capabilities are... ...scopes and hours) Position GT's full-service Advisory approach — uniting data-driven...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...CAS Manager As an Accounting Manager at HLB Gross Collins, you will play a crucial... ...commitment to delivering high-quality service to our clients. Essential Functions Manage,... ...Monthly and/or Quarterly financial advisory meetings with clients Assist in the...Summer workFlexible hours
$90k
...Client Accounting Services Manager - Marietta Client Accounting Services Manager - Marietta, GA Our client, a professional services firm located up in the Marietta area has an immediate need for a Client Accounting Services Manager. This is a permanent position...Permanent employmentImmediate start- ...finance industry together. Schwab Wealth Advisory is a fee based, non-... ...built on trust, personalized service, and Schwab's disciplined approach... ..., and retaining virtual client relationships while helping... ...success. Through our Wealth Management Institute, mentorship, and ongoing...Work at office
Charles Schwab
Atlanta, GA5 days ago $125k - $215k
...Differently The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and... ...Transaction Advisory client service teams executing on buy and sell... ...Business, Accounting/Finance, Management, Engineering, Economics, Mathematics...Work experience placementLocal area$65k - $85k
...Internal Audit And Financial Advisory Consultant - 2026 The Protiviti... ...passion. By teaming with our clients, we solve the business... ...Consultants learn from the best management team in an effort to develop... ...contribute to exceptional client service. A successful consultant...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$50k - $120k
...analyses of financial and operational risks. Transaction Advisory Services ("TAS") Practice has extensive experience advising clients on critical valuation, transaction advisory, due diligence and risk management issues. Our expertise cuts across all major industries and...Permanent employmentFull timeTemporary workInternshipWork visa- ...join our Business & Financial Advisory team, where you’ll work on... ...your skills while helping clients solve complex financial and operational... ...of industries and advisory services, you’ll continue developing... ...! Key Responsibilities Managing or assisting with projects...Remote workHome officeFlexible hours2 days per week
Moore Colson
Atlanta, GA5 days ago - Merrill Wealth Management in Atlanta, GA, seeks a Relationship Manager to support the Financial Advisor team by strengthening existing client relationships and coordinating client meetings. You will... ...to implement the team’s client service model and ensure timely updates...
- ...very best? EOE. Your Role as a Property Manager: Leader, communicator, coach, mentor, trainer... ...performance while providing excellent service to internal and external customers, we... ...overall results Knowledge of OneSite and Ops Technology strongly encouraged. Qualifications...
$21 - $23 per hour
...Job Description Job Description The Client Service Manager is the main liaison between the clients and the Bergen Logistics warehouse teams, office, and technical staff. They provide responsive, friendly, and helpful customer service to our high-profile clients. The...Hourly payWork at officeLocal areaFlexible hoursShift workBergen Logistics
Kennesaw, GA6 days ago- ...for aspiring Retail Personal Bankers. Selected candidates will complete a 4-8 week program with rotations in operations and Sales & Service, culminating in a certification to pursue a role within the Retail Personal Banker family. The position emphasizes consultative...
- ...administration, to include four (4) years of management experience; or any equivalent... .... For applicants with prior military service: We strongly encourage veterans, prior military... ...wide variety of reference, descriptive, advisory and/or design data and information....
GovernmentJobs.com
Atlanta, GA5 days ago $65.19k - $162.97k
...Independent Insurance Agent Supervise and direct team of insurance service professionals within designated area of responsibility. Drive... ...expert for questions and issues related to assigned area. # Manage team members, including coaching, monitoring, setting goals,...Work at officeIndependent Insurance Agents of North Carolina
Atlanta, GA1 day ago- ...Client Services Manager Department: Client Services Reports to: Director of Process Operations Direct Reports: Client Services Coordinator Classification: Full-time, Exempt Location: Office Our client is a multi-state law firm representing national and regional banks...Permanent employmentFull timeContract workTemporary workWork at office
hrEdge Consulting
Atlanta, GA3 days ago - ...Client Services Manager- Galleria Area Provide assistance to our organization's clients and prospects. Receive calls and emails from clients and advisors and will regularly contact clients through electronic, written, and verbal means. Discuss the client's life...Work at office
Staff Financial Group
Atlanta, GA1 day ago - ...Client Services Manager The Client Services Manager will oversee all activity within the Client Services department and be accountable for the management of the team members, as well as the achievement of individual and department goals. The Client Services Manager takes...
Columbia Safety & Supply
Atlanta, GA5 days ago - ...Client Services Manager- Galleria AreaProvide assistance to our organization's clients and prospects.Receive calls and emails from clients and advisors and will regularly contact clients through electronic, written, and verbal means.Discuss the client's life insurance...Work at office
Staff Financial Group
Atlanta, GA5 days ago $75k
...Security Client Services Manager Join GardaWorld as a Security Client Services Manager Where Service Excellence Meets Impact! As a Security Client... ...and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience...Contract workWork experience placementLocal areaMonday to FridayGardaWorld
Atlanta, GA2 days ago- ...Financial Services Client Onboarding Specialist When you ask people what gives them peace of... ...candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team. Essential Duties and...Contract workWork experience placementWork at office
OneDigital
Atlanta, GA12 hours ago - ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue... ...relationship with their advisory team committed to their needs...Work at officeWork from homeShift workDay shift
National Black MBA Association
Atlanta, GA1 day ago - Commercial Insurance Account Manager Remote work: If posted as fully remote or hybrid... ...Associate. Core Responsibilities (All Levels) Client Service & Support Deliver proactive,... ...Performs in-depth coverage analysis and advisory support Handles more complex accounts...Work at officeRemote work
- ...Job Description Job Description Client Success Manager (Payments) Expert Technical Solutions has an outstanding opportunity for an POS... ...primary liaison between customers and the company’s merchant services provider, managing merchant account support, billing...
Expert Technical Solutions
Marietta, GA12 days ago $220k - $250k
...-growth ISVs, and enterprise clients to design and build scalable... ..., and Digital Transformation Services. Your mandate: deepen relationships... ...initiatives. Executive Advisory / Trusted Advisor: Serve as... ...to c-level and senior management around digital transformation...Contract workTemporary workRemote workShift workKMS Technology
Atlanta, GA4 days ago$154.5k - $302k
...disputes, navigating crises, managing risk and optimizing performance... ...practice focuses on our clients’ strategic, operational, financial... ...markets that serve it. Our services are designed to create integrated... ...range of real estate advisory services including merger and...Full timeWork at office- ...Client Accounting Services SupervisorTo Apply Now - email your resume to ****@*****.***:... ...skills.What: Oversee daily accounting operations, manage month-end close, review team work, provide advisory services, and support financial reporting and...Full timeWork at officeImmediate start
NorthPoint Search Group Inc
Kennesaw, GA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Manager - Wealth Advisory Ops. Be the first to apply!
Related searches
- engagement director Marietta, GA
- client service manager Marietta, GA
- client services coordinator Marietta, GA
- client engagement manager Marietta, GA
- client executive Marietta, GA
- client relationship manager Marietta, GA
- engagement manager Marietta, GA
- client manager Marietta, GA
- client services supervisor Marietta, GA
- wealth management advisor Marietta, GA