Private Wealth Client Services Associate
$60k - $65kThreadneedle group
Join Ameriprise Financial as a Client Service Associate in Atlanta, where you will provide exceptional support to our financial advisors and clients. Responsibilities include maintaining client communications, managing workflow, and ensuring client satisfaction through proactive outreach and efficient problem resolution. Applicants should have a Bachelor's degree and extensive experience using Excel and CRM software. This full-time position offers a competitive salary range of $60k to $65k plus bonuses, along with health, dental, and vision benefits. #J-18808-Ljbffr Threadneedle group
- Cooper Lighting Solutions is looking for an experienced Client Service Associate in Atlanta, GA. This role is essential for client relationship... ...successful candidate will handle client inquiries, support Wealth Advisors, and manage office operations, while demonstrating...SuggestedWork at officeFlexible hours
- ...Position Overview The Office Coordinator / Client Service Associate provides administrative, operational, and client service support within a professional wealth management environment. This role serves as a key point of contact for clients while supporting financial...SuggestedWork experience placementWork at office
- UBS is seeking a full-time Registered Client Associate in Atlanta. You will support a wealth management team by educating clients on account services, processing service requests, and organizing marketing events. Candidates should have at least 5 years of client service...SuggestedFull time
- A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High...Suggested
- ...proficiency in MS Office, especially in Excel. Responsibilities include client communications, account management, and assisting with various... ...and a proactive approach, with an emphasis on delivering excellent service to clients. #J-18808-Ljbffr Silvercrest Asset ManagementSuggested
- ...communication and multitasking abilities are essential, alongside proficiency in MS Office, particularly Excel and Word. This role involves client interactions, account management, and preparation of meeting materials. Silvercrest offers a collaborative work environment focused...
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ...firm located in Atlanta is seeking a motivated individual to join as a Client Associate. This role involves managing account activities, supporting high-net-worth clients, and providing top-notch service. Candidates should have 1-3 years of client service experience in...Work at office
$60k - $65k
...re not just in the business of helping clients with their financial goals - we also... ...Franchise owner. Job Description The Client Service Associate supports Financial Advisors by... ...and advisor requests. Join a boutique Private Wealth Advisory practice of Ameriprise Financial...Full timePart timePrivate practiceImmediate startHome office- ...primary goal is to serve our clients, one another, and our... ...communities. We aren’t your typical wealth management firm. Our intense... ...add an experienced Client Service Associate to the team in our Atlanta,... ...materials. Coordinates with Private Fund team on any alternative...Work at officeLocal area
- ...assist Financial Advisors and provide clients with quality service. Follows established procedures to... ...is seeking a dynamic Client Service Associate who is a motivated, detail oriented and... ...many choose to work at Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office
- ...The Recovery Services Client Care Program allows the Red Cross to rapidly meet disaster-caused needs by enabling clients to apply and receive... ...and/or community resources. The Client Care Program Service Associate supports the recovery of disaster affected individuals,...
- ...skills, a professional demeanor, and at least 3 years of experience in a financial advisory environment. Key responsibilities include client correspondence, account support, and collaboration with custodians and third-party managers. The role requires proficiency in MS...
- ...leading financial advisory firm in Atlanta is seeking a Client Associate to join its Private Advisor team. The ideal candidate will work directly with... ..., perform account maintenance, and ensure top quality service in a fast-paced environment. Responsibilities include handling...
- Focus Partners Wealth in Atlanta is seeking a Client Service Specialist. This role requires passion for exceptional service and involves addressing operational and service requests for clients and advisory teams. Responsibilities include delivering timely service, resolving...
- ...financial goals. Our First Citizens Wealth team delivers integrated... ...designed to support clients at every stage of life. Join... ...position has responsibility for all service-related activities such as money... ...to meet the needs of our associates. More information can be found...Work at office
- 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...
$20 - $22 per hour
...related knowledge, skills, experience, etc.) Position Summary We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and...Work at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...
- A leading sustainability firm based in Atlanta is seeking a motivated Customer Service Associate. This role requires providing excellent customer service to internal and external clients through various communication channels. Ideal candidates should have a high school...Remote jobWork at office
- A retail jewelry company based in Atlanta, Georgia is looking for an Administrative Associate to provide crucial support in client interactions and sales transactions. The role involves assisting clients with their needs, handling sales processes, and managing various...Work at office
- Huntington Bank is seeking a Private Bank Service Specialist II in Atlanta, GA. This role involves managing daily client interactions, ensuring accurate documentation, and providing exceptional service to high-net worth clients. The ideal candidate will have at least 2...Full timeWork at office
- Fox Rothschild is seeking an associate with 5-7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and be licensed in Georgia. Responsibilities include advising high-net-worth individuals on complex...
$65k
Interviewing now. Ready to hire.Job Title: Client Service AssociateIndustry: Financial Services /... ...established boutique financial planning and wealth management firm seeking an experienced and motivated Client Service Associate with Financial Services or Insurance industry...Permanent employmentFull timeWork at office- Responsibilities Relationship Management Educate clients on account services and capabilities (e.g., how to read... ...calls to appropriate team member Wealth Management Input data into Financial... ...appropriate system and complete associated paperwork, if registered Review...Full timeWork at office
- Marsh McLennan Agency is seeking a Senior Client Advisor in Atlanta, Georgia, to provide exceptional service to High-Net-Worth clients. In this role, you will analyze client risks, present tailored solutions, and ensure high client retention. The ideal candidate has over...
- Focus Partners in Atlanta, Georgia, is seeking a Client Service Specialist responsible for providing exceptional service to advisory teams and clients. The role requires 3+ years of experience in the RIA industry, proficiency in Salesforce, and strong problem-solving skills...Work at officeRemote work
- JPMorganChase is seeking a Private Client Advisor in Atlanta, Georgia. You will provide comprehensive financial planning and advice, enhancing... ...through personalized investment solutions and exceptional service. The ideal candidate should have at least 2 years of...
- ...management and family office services to ultra-high-net-worth families... ...investment strategies and wealth management solutions, specializing... ...investors. Silvercrest’s client‑centric approach emphasizes... ...hedge fund subscriptions, and private equity capital calls. Assist...
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