Client Services Specialist - Wealth Management

$56k - $68k

gpac

Client Services Specialist - Wealth ManagementA well-respected regional CPA and advisory firm is hiring a Client Services Specialist - Wealth Management in the Atlanta area. You'll join a respected, growing team where your work is visible and your development is a priority.What you'll do:- Deliver operational support to advisors and clients- Process account requests, transfers and paperwork with custodians- Resolve service issues and maintain CRM records- Support client meetings and reportingWhat you bring:- 1-3 years of wealth management or financial services operations experience- Familiarity with custodial platforms; FINRA licensing a plus- Excellent client service skillsWhy join:- Competitive compensation and comprehensive benefits- Hybrid flexibility and supportive leadership- Strong training, mentoring and a clear path to advancement- Collaborative culture serving a diverse client basePay: $56K - $68K + bonus potential

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Client Services Specialist - Wealth Management in Tyrone, GA vacancy

Front Desk Receptionist and Administration
...At ELM Management Services, on behalf of Legacy Brain and Spine, the Front Desk Receptionist will manage clinic patient flow through the check in and out process while providing excellent customer service to increase patient satisfaction and ensure a smooth patient flow...
Suggested
Work at office
Elm Management LLC
Peachtree City, GA
3 days ago
Sales and Service Agent Remote
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...
Suggested
Remote job
Work from home
Flexible hours
HMG Careers
Tyrone, GA
4 days ago
Customer Service Representative
$15.5 - $16.5 per hour
Title: Customer Service Representative Job Description: Job Overview The Customer Service... ...Talk with lead, supervisor, co-workers, managers, and customers in a professional manner... ...evolving processes, we ensure that our clients experience unmatched service excellence...
Suggested
Hourly pay
Shift work
SBM Management Services, LP
Fayetteville, GA
3 days ago
Customer Resolution Specialist
...Customer Resolution Specialist Satair is looking for a Customer Resolution Specialist to... ...growing, global company with a world-class service ambition. Our culture is non-... ...Order Fulfillment (COF), Finance, Product Management, Supply Management Vendor Parts, and planning...
Suggested
Remote work
Flexible hours
Airbus
Tyrone, GA
1 day ago
Retail Service Specialist
...Retail Service SpecialistThe Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of...
Suggested
Local area
Flexible hours
Shift work
Night shift
Meet Greater Reading
Tyrone, GA
2 days ago
Senior Tax Client Services Specialist
$62k - $75k
...Senior Tax Client Services SpecialistA well-respected regional CPA and advisory firm is hiring a Senior Tax Client Services Specialist in the Atlanta area. You'll join a respected, growing team... ...and organizers- Support partners, managers and staff- Mentor client services...
gpac
Tyrone, GA
3 days ago
Customer Service Account Representative
$23 - $24 per hour
Kelly Services is seeking a Customer Account Specialist (Hybrid - Sales Operations Support) Professional to support our client’s growing team in Peachtree City, GA. This is a hybrid, long‑term... ...with strong customer account management and order processing experience who...
Hourly pay
Full time
Temporary work
Immediate start
Work from home
Monday to Friday
Kelly Professional & Industrial
Peachtree City, GA
5 days ago
Part-Time Front Desk Sales Coordinator - Newnan
$16 - $18 per hour
...Chiropractic ( is revolutionizing access to care by delivering high-quality, affordable chiropractic services in a convenient retail setting. As the largest operator, manager, and franchisor of chiropractic clinics in the U.S., The Joint delivers more than 12 million...
Hourly pay
Full time
Part time
Work at office
Immediate start
Weekend work
The Joint Chiropractic
Fayetteville, GA
1 hour ago
Janitorial & Customer Service Associate
$15.5 - $16.5 per hour
SBM Management Services, LP is seeking a Customer Service Representative to ensure cleanliness and sanitation of assigned areas. Tasks include performing janitorial duties, operating cleaning equipment, and maintaining daily upkeep as part of a team. The role requires adherence...
Hourly pay
Afternoon shift
Early shift
SBM Management Services, LP
Palmetto, GA
3 days ago
Sales Support Specialist
...Corporation in Peachtree City, GA is seeking a Sales Assistant to support the Sales Team with internal and external customer service, order file management, and sales administration for assigned markets. You will handle daily order entry, order approvals, invoicing, and...
Work at office
Interfor
Peachtree City, GA
4 days ago
Account Manager - State Farm Agent Team Member
$40k - $65k
...Account Manager - State Farm Agent Team Member As Account Manager - State Farm Agent Team Member for Andrew Gawron - State Farm Agent... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...
For contractors
Work at office
Andrew Gawron - State Farm Agent
Peachtree City, GA
3 days ago
Customer Service Attendant Full-Time, Growth & Benefits
...leisure settings and at our Headquarters Service and Operations Centers. AVI offers full-... ...cashier, chef, cook, food preparation, management and many other positions in business, education... ...foods and other foodservice products at client locations. · Merchandise products...
Full time
Part time
Monday to Friday
Flexible hours
AVI Foodsystems
Union City, GA
3 days ago
Account Manager - State Farm Agent Team Member
$60k - $90k
...Account Manager As an Account Manager for Ky Dickerson - State Farm Agent, you are vital to our daily business operations and customers... ...of customers by proactively marketing relevant products and services. Benefits include license reimbursement, health insurance,...
Work at office
Flexible hours
Ky Dickerson - State Farm Agent
Peachtree City, GA
2 days ago
Weekend Front Desk Sales & Wellness Coordinator
...McDonough, Fayetteville, and Newnan. You will greet patients, check in, and support clinic growth while delivering friendly, professional service. This role emphasizes selling wellness plans, handling scheduling, and maintaining patient records using POS software; requires a...
Part time
Weekend work
The Joint Chiropractic
Fayetteville, GA
3 days ago
Part-Time Front Desk Sales Coordinator - Newnan
$16 - $18 per hour
..., and Newnan). We are seeking a goal-oriented, proactive, and service-minded front desk sales person (Wellness Coordinator) to join our... ..., providing a friendly and professional first impression Manage the flow of patients through the clinic in a timely, organized...
Hourly pay
Part time
Work at office
Weekend work
The Joint Chiropractic
Fayetteville, GA
3 days ago
Account Manager - State Farm Agent Team Member
...d love to meet you. ROLE DESCRIPTION: As an Account Manager for Tarcia Troup - State Farm Agent, you are vital to our daily... ...of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Develop and maintain customer relationships...
Work at office
Flexible hours
Tarcia Troup - State Farm Agent
Peachtree City, GA
1 day ago
Customer Service Associate I
...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and... ...customer service and relationship management skills are requiredStrong organizational... ...variety of rewards to support your health, wealth, and mental well-being. In addition to medical...
Contract work
Part time
Local area
Dollar Tree
Tyrone, GA
2 days ago
Customer Service & Cleaning Specialist
...SBM Management Services, LP in Fayetteville, GA is seeking a Customer Service Representative to support daily janitorial operations and ensure clean, safe facilities. The role involves performing assigned cleaning duties, operating cleaning equipment, reporting incidents...
Pacific West Site Services, Inc.
Fayetteville, GA
4 days ago
Sales Associate
...Job TitleAdhere to and practice the company's service standards with each customer. Meet both sales and work goals as directed by members of store management, while meeting the Policies and Procedures set by the Company. Lead other team members in your store by being an...
Rack Room Shoes
Peachtree City, GA
3 days ago
Open & Lead Keyholder - Pet Store Customer Expert
$15.5 - $19 per hour
...operations while upholding our customer-first policy. This position offers a competitive hourly wage of $15.50/hr. to $19/hr. You will also help manage daily tasks, assist with POS operations, and support Team training and deliveries as needed. #J-18808-Ljbffr Hollywood Feed
Hourly pay
Hollywood Feed
Fayetteville, GA
2 days ago
Sales Coordinator (Hybrid: Onsite & Remote) (Southeast Region)
$18.5 - $20.5 per hour
...US Foods.com as a source for order entry as well as Value added Services Contact customers to highlight on-going promotions and... ...close-out items and special buy items. Team up with Territory Managers (average 10) to actively support their customers through regular...
Remote job
Minimum wage
Temporary work
Weekend work
US Foods
Fairburn, GA
5 days ago
Customer Service Associate II
...make you the right person for our Customer Service Associate II position. Join our team... ...with customers, associates, and leaders Managing sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well‑being. In addition to medical...
Contract work
Part time
Local area
Dollar Tree, Inc.
Peachtree City, GA
4 days ago
Facility Cleaning & Customer Service Associate
SBM Management Services, LP in Fayetteville, GA seeks a Customer Service Representative to perform cleaning duties and maintain sanitation in assigned areas. You will operate cleaning equipment, follow safety rules, and interact with coworkers and customers in a professional...
Hourly pay
Shift work
SBM Management Services, LP
Fayetteville, GA
3 days ago
Customer Service & Orders Specialist
Talentify is seeking a Customer Service Representative I to manage a customer portfolio in Peachtree City, GA. The role involves responding to customer needs with timely, accurate and professional service, processing orders and quotes, and maintaining quality communication...
LanceSoft Inc
Peachtree City, GA
3 days ago
LEAD SALES ASSOCIATE-PT in UNION CITY GA
...and/or Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager. Assist in setting and maintaining plan-o-grams and programs. Provide exemplary customer service. Perform other duties as necessary to maximize profitability,...
Work experience placement
Seasonal work
Relocation package
pOpshelf
Union City, GA
3 days ago
Part-Time Retail Customer Associate
...Dollar Tree, Inc. is hiring a Customer Service Associate in Peachtree City, GA to create a positive shopping experience. You will assist customers, handle transactions at the register, and help with stocking and store cleanliness. The role emphasizes friendly customer...
Part time
Dollar Tree
Peachtree City, GA
5 days ago
Retail Customer Experience Associate
...Family Dollar in Palmetto, GA is seeking a Customer Service Associate to create a great shopping experience. You will assist customers, process transactions at the register, stock shelves, unload trucks, and keep the store clean and safe while remaining friendly and professional...
Part time
Dollar Tree
Palmetto, GA
1 day ago
Pixel Sales Specialist & In-Store Growth Leader
...Acosta Group is seeking a fearless Google Pixel Sales Specialist to own Pixel sales at a Verizon retail location. You will be the in-store Pixel Guru, driving device and ecosystem adoption and maximizing every customer interaction. You will train and inspire Verizon...
Acosta
Peachtree City, GA
3 days ago
Office Administrator & Payroll/HR Support
...seeking an Office Administrator to support front office operations, manage payroll and HR records, and process accounts payable and... ...will ensure accurate cash handling, deliver world-class customer service, and help maintain company SOPs through training and monitoring...
Work at office
Caliber Collision
Union City, GA
2 days ago
Wellness Studio Concierge & Sales Specialist
...Restore Hyper Wellness Corporate Stores is seeking a Hyper Wellness Representative to connect client needs with wellness services. This role involves supporting client health journeys, sales, and client relations in a vibrant atmosphere. The ideal candidate has sales experience...
Restore Hyper Wellness Corporate Stores
Peachtree City, GA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Wealth Management. Be the first to apply!