Wealth Management Client Services Specialist
$50k - $65kWealth Enhancement Group
Wealth Enhancement Group is looking for a Client Service Associate in Atlanta, GA. This hybrid position supports high-net-worth clients and Financial Advisors, managing onboarding, account administration, and client inquiries. Ideal candidates should hold a Bachelor's degree in Finance and have foundational financial knowledge. A salary range of $50,000 to $65,000 is offered, along with benefits and an annual bonus opportunity. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in Atlanta, GA vacancy
$50k - $65k
Wealth Enhancement is seeking a Client Service Associate in Atlanta, GA to support high-net-worth clients and Financial Advisors. This hybrid role involves managing client onboarding, account administration, and relationship management. Ideal candidates have a degree in...Suggested- The Fayette Chamber of Commerce in Atlanta, Georgia, is seeking a team member to provide in-office support for Wealth Advisors who manage high net-worth clients. This role involves interacting directly with clients, handling requests, and supporting workload management....SuggestedWork at office
- Russell Tobin is seeking a detail-oriented Client Analyst for a contract-to-hire opportunity... ...Georgia. This role supports the Executive Wealth Management team, focusing on client onboarding and operations within financial services. The ideal candidate will possess a...SuggestedPermanent employmentContract work
- Savant Wealth Management is seeking a Client Services Associate based in Atlanta, GA. In this full-time role, you will provide essential support to both clients and advisors, ensuring seamless daily operations. The ideal candidate will have a client-first attitude, effective...SuggestedFull time
- Focus Partners is seeking a Client Service Associate in Atlanta, GA. The role involves partnership with Wealth Advisors to enhance client relationships and provide comprehensive... ...service support. The ideal candidate will manage service needs efficiently, ensuring precision...SuggestedWork at officeRemote work2 days per week
- Truist in Atlanta, Georgia is seeking a Client Support Associate to provide in-office support to Wealth Advisors managing high net-worth clients. The role involves prioritizing relationship management activities, scheduling client appointments, and maintaining client records...Work at office
$56k - $66k
...Client Service Specialist Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... ..., an ownership mindset, and the ability to manage multiple timelines and diverse requests are...Work at officeRemote work2 days per week- Job Summary The Wealth Sales & Service Consultant provides in‑office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net‑worth clients. The role supports... ...guidance to wealth support specialists and serve as onboarding partner/mentor...Work at officeLocal areaFlexible hours
$55k - $70k
A financial planning firm in Atlanta is seeking a Senior Client Service Associate to support both advisors and clients. The ideal candidate will have over a year of experience in the financial services industry, a strong command of relevant software like Schwab and Microsoft...Full timeWork at office- ...Support Coordinator receives requests for service or other support from commercial/high... ...the national sales team as it relates to client relationships and service facilitation.... ...from clients, branches and National Account Managers to support clients requesting service, information...Contract workWork at officeWork from home
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...the job posting. Summary Supports the clients and sales staff by performing moderate complex... ...Support to Commercial Relationship Managers Review and Fund Loans Processes and administers... ...client inquiries on bank products, services, accounts and policies; opens new...Work at office
- A wealth management firm in Atlanta seeks a Client Services Associate to support clients and advisors in day-to-day operations. Responsibilities include managing client requests, scheduling meetings, and utilizing Salesforce for client interaction and documentation. The...Full timeImmediate startMonday to Friday
$16 per hour
...welcoming face of a firm that believes every client deserves to feel seen, supported, and... ...Upperline Health delivers comprehensive services. $18.00 hourly Full-time Office Administrator... ...smooth workflow. Full-time Dental Office Manager – Sage Dental Sage Dental is seeking a...Hourly payFull timeFor contractorsWork at officeMonday to Friday- ...business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy... ...years of age at the time of hire A day in the life: Manage appointment check-ins, book new appointments and partner with...Full timeFlexible hours
- ...relationships by providing efficient, friendly service. Proactively collect and verify... ...manner to support company goals. Ensure client profiles are complete, accurate, and free... ...Address customer concerns and refer them to a manager when necessary; only a manager is...Flexible hoursAfternoon shift
- Truist is seeking a Wealth Sales & Service Consultant in Atlanta, Georgia, to provide dedicated support to Wealth Advisors and manage a portfolio of high net-worth clients. This role requires strong organizational skills and expertise in banking and investment management...
$30 per hour
Overview Customer Order Management Specialist Location: Atlanta (30346) Compensation: $30/hour Join an Industry Leader Our client is seeking a detail-oriented Customer Order Management... ..., and customers receive exceptional service from initial order through completion....Work at office$19 per hour
Job Description Position Summary Client Relationship Specialist is responsible for facilitating the day-... ...Essential Duties and Responsibilities Manage inbound and outbound client... ...manner. Advise walk-in clients about service information and project preparation....Full timeWork at officeMonday to Friday- Kanner & Pintaluga in Atlanta, GA seeks a Customer Service Representative to manage client interactions within the Personal Injury department. You will handle client intake, case management support, and communications with medical providers and internal teams, ensuring...Full time
$20 - $22 per hour
...leading digital marketplace for waste and recycling is seeking a Client Services Associate to support customer inquiries. This role requires... ...proficiency in Microsoft Office. The ideal candidate will manage customer service requests effectively in a remote/hybrid work...Remote jobHourly payWork at office- ...for an accommodation or an alternative application process. CLIENT SERVICES SPECIALIST/FRONT DESK - ATLANTA Atlanta, GA, US 30+ days ago... ...customer complaints and immediately refer to a member of management. Constantly engage all waiting customers in conversation (...Full timeImmediate startFlexible hoursAfternoon shiftWeekday work
- ...make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role... ...entry point into the financial services industry, offering hands-on client... ...interaction, exposure to wealth management services, and a clear path...Flexible hours
$19 per hour
...a unique range of analytical testing services to clients across multiple industries, to make life... ...Position Summary: Client Relationship Specialist is responsible for facilitating the... ...Essential Duties and Responsibilities: Manage inbound and outbound client communications...Full timePart timeWork at officeMonday to Friday- Client Services Specialist Department: Client Services Employment Type: Full Time Location: Atlanta, Georgia Description Our Client Services Specialists... ...sales opportunities and actively address client needs Manage online orders and provide every customer with accurate and...Full timeTemporary work
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client... ...relationships, acquire new clients, and manage comprehensive client needs. The role emphasizes... ...in private banking or complex financial services. Successful candidates will lead client...
- Bank of America in Atlanta seeks a Senior Private Client Advisor to grow and deepen client relationships, leading the client management process and coordinating across teams to deliver a branded client experience with access to the full Private Bank capabilities. The role...
- Huntington Bancshares, Inc. is seeking a Private Bank Service Specialist II in Atlanta, Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of...Work at office
- Tootsies Inc in Atlanta, GA, is seeking a Client Services Specialist/Front Desk for a full-time role focused on customer interactions and ensuring... ...the store. Responsibilities include greeting customers, managing phone communication, and assisting with transactions. The...Full timeFlexible hoursShift work
- ...consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial... ...Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with...Full timePart timeWork experience placementShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Atlanta, GA
- senior customer service advisor Atlanta, GA
- customer service representative hiring Atlanta, GA
- customer service representative data entry Atlanta, GA
- customer associate Atlanta, GA
- customer service representative 1st shift Atlanta, GA
- customer retention representative Atlanta, GA
- customer happiness specialist Atlanta, GA
- customer advisor Atlanta, GA
- virtual customer service advisor Atlanta, GA


