Financial Services Client Support Pro | Hybrid Role
Osaic
Osaic is offering a full-time Client Support Representative position based in Atlanta, GA. This role supports clients through phone inquiries, ensuring accurate processing of service-related forms. The ideal candidate will have a customer-focused mindset, attention to detail, and a desire to grow within the Financial Services industry. The job requires a hybrid working schedule with a minimum of 4 days in the office. Osaic provides a comprehensive benefits package, including health, dental, vision insurance, and 401k. #J-18808-Ljbffr Osaic
- ...their team in Atlanta, GA. This hybrid role focuses on ensuring tax compliance, guiding staff, and supporting tax planning efforts. The... ...issues, and maintaining strong client relationships. Competitive... ...for professional development. #J-18808-Ljbffr Staff Financial GroupSuggested
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta... ...has returned to the office on a hybrid schedule requiring a minimum of 4... ...willing to work this schedule. Role Type: Full-time, Non-Exempt...SuggestedFull timeWork at office$103.1k - $188.9k
...in serving the global financial services marketplace and the only... ...side with a range of clients from our most... ...can expect plenty of support designed with your own... ...business acumen. In this role, you will work alongside... ...led and leader-enabled hybrid model. Our expectation...SuggestedPrivate practiceSummer holidayLocal areaFlexible hours- ...A financial services firm is seeking an experienced Salesforce Administrator - Developer to enhance its CRM initiatives. The successful candidate... ...products, a minimum of 7 years of experience, and provides a hybrid work schedule. The firm values diversity and offers equal...Suggested
- 00001 Ameriprise Financial Inc in Atlanta seeks a Client Service Associate to support Financial Advisors by providing high-quality client service. The role involves managing various administrative tasks... ...full-time position offers a hybrid work environment with competitive...SuggestedFull time
- ...Atlanta is looking for a Client Accounting & Advisory Solutions... ...high-quality accounting support and actionable financial insights. The ideal... ...to detail, strong client service skills, and proficiency in... ...relevant experience. This is a hybrid role, offering opportunities for...
$70.72k
Overview Provides direct support to organizations and... ...education and triage services. Uses knowledge of federal... ...improve SBU and/or client performance,... ...Location: Atlanta, GA (Hybrid Role) Grade: 26 Work Experience... ...mental, emotional and financial wellbeing. Equal Opportunity...Contract workTemporary workWork experience placement- jobr.pro seeks a Tax Manager to join the Tax Team in Atlanta, GA... ...This position involves managing client relationships and overseeing... ...CPA or EA certification. This role offers a balanced work/life schedule... ...requirements, ensuring a supportive working environment. #J-18808...
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client... ...Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary... ...collaborative team. This is a hybrid position, typically requiring...Full timeTemporary workWork at officeFlexible hours- ...solutions for global opportunities and support business strategies. This role will involve collaboration with various stakeholders to ensure client satisfaction and business growth. An... ...analytical skills. This position offers a hybrid work environment, requiring in-office...Work at office3 days per week
- ...Advisor in Atlanta, GA, responsible for fostering client relationships and advising on financial strategies, including estate planning and investments... ...with high-net-worth clients are required. The role offers a hybrid work schedule with office presence expected for three...Work at office3 days per week
- ...time IT Risk & Compliance Specialist to assist clients in evaluating and implementing compliance frameworks. This role involves developing risk and compliance programs... ...and client interaction. The position is hybrid, offering a comprehensive benefits package including...Full time
$265k - $325k
...Healthcare - Payor Services – EYCA –... ...among the leading financial services firms... ...you’ll provide clients with advice on... ...strategy and are supported by industry trends... ...analysis, and pro forma financial... ...for the role, you must have... ...leader-enabled hybrid model. Our expectation...Work experience placementSummer holidayWork at officeFlexible hours- ...5-8 years in public accounting. The role involves leading client engagements, supervising tax returns,... ...providing strategic tax planning. This hybrid position offers flexibility, autonomy... ...with comprehensive benefits and a supportive culture. #J-18808-Ljbffr Search Logic...
- ...an Employee Health & Benefits Client Service Specialist to manage client accounts effectively. The role encompasses processing... ...timely client information, and supporting clients with claims resolutions... ...office and able to work in a hybrid model. The position offers generous...Work at office
- A leading insurance and financial services company is seeking an IT Portfolio Coordinator to support IT projects by facilitating intake processes, managing vendor contracts... ...attention to detail are essential in this hybrid role, which involves both in-office and remote...Work at officeRemote work
- A diverse financial services company in Atlanta is seeking a Corporate Accounting Manager with experience in NetSuite. This hybrid role includes responsibilities such as managing expense allocation, overseeing the close process, and acting as the NetSuite Administrator....
- ...Audit Manager for its Atlanta, GA office. This hybrid role entails leading audit engagements, mentoring staff, and managing client relationships. Candidates should possess 5+... ...candidates are passionate about client service and thrive in a fast-paced environment. The...Work at office
$115k - $160k
...industries, Aprio ensures clients are prepared for... ...Aprio's Client Accounting Services team and you will help... ...Technology CAS practice. This role serves as a senior... ...technology adoption, supporting team development, and ensuring... ...including remote and hybrid options What’s in it...Full timeWork at officeLocal areaRemote workFlexible hours- NACBA, located in Atlanta, is seeking a Client Service Specialist to support its McGriff Executive Risk Advisory team. In this role, you will assist in processing new and renewal... ...time off, tuition reimbursement, and hybrid work opportunities. #J-18808-Ljbffr NACBAWork at office
- A professional services firm seeks a Senior Operations Manager in Atlanta to enhance client relationships, drive business development, and... ...departmental successes. This role requires a Master's degree and... ...standards. The position offers a hybrid work model and various...
- A leading financial services company is seeking a Business Unit Finance and Accounting Manager to oversee P&L and support financial planning. Responsibilities include summarizing financial... ...years of relevant experience. The role offers a hybrid work environment and opportunities...
- ...seeks a Senior Salesforce Administrator to enhance its Financial Services Cloud solutions. The role involves developing applications, configuring the... ...practices, and also be able to mentor junior staff. Enjoy a hybrid working environment along with eligible health and...
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client... ...families. Your expertise will support a wide range of clients... ...in a Financial Advisor role or equivalent financial...
- ...possibilities for our clients. By delivering... ...Flexible paid time off, hybrid work schedule, 401... ...end‑to‑end client servicing that meets high... ...teams to support an effective sales... ...analysts, field‑level financial advisors, retirement... ...employees within this role. It is not...Work at officeWorldwideFlexible hours
$35k - $50k
Thrivent Financial is looking for a Service Advisor to support the client base of North Central Florida Group. This role involves maintaining existing client relationships, processing requests, and assisting Lead Advisors with client meetings. Qualified candidates will...Remote job$140k - $175k
...looking for a Private Wealth Advisor in Atlanta, GA. This role involves identifying and deepening client relationships, requiring a strong background in... ...and Ultra High Net Worth clients. The position offers a hybrid work schedule, and a competitive salary ranges between...- Myna Partners is seeking an IT Administrator to support IT operations and client engagements. The role involves managing user identities, Azure AD, Microsoft Intune, and SharePoint, as well as providing ongoing IT support and documentation. Ideal candidates will have a...
- Associate Director, Client Relationship Management &... ...confidence, and long‑term support across the full... ...wealth and well‑being. Our services include investment advisory... ...senior, client‑facing role responsible for... ...overseeing the day‑to‑day financial administration of client...Work at officeFlexible hours
- ...the products and services they need through... ...simple, responsible financial solutions that put... ...planning and team support of the Strategic Account... ...Managers. This role requires a... ...record in managing client relationships, retention... ....This is a hybrid role that requires...Work at officeLocal area3 days per week
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