Wealth Client Services Specialist
Fayette Chamber of Commerce
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. The ideal candidate will possess strong organizational skills, excellent communication, and banking knowledge. The position offers a comprehensive benefits package, including medical, dental, and a 401(k) plan, alongside vacation and sick days. #J-18808-Ljbffr Fayette Chamber of Commerce
- Truist is seeking an organized Wealth Support Specialist to provide in-office client and advisor support for a team handling high net-worth portfolios. You will... ...for requests and help triage tasks to a centralized service team, ensuring timely responses and accurate client...SuggestedWork at office
- Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office... ...to detail. The ideal candidate has 3-5 years in client service within finance, strong communication and organizational skills,...SuggestedWork at office
- ...)Please review the following job description:The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors,... ...worth clients. Working closely with Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment...SuggestedFull timePart timeWork at officeLocal areaFlexible hoursShift workDay shift
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
- ...companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across... ...named one of the “Top Workplaces,”. Summary As a Client Services Specialist on our Wealth Management team, you will be responsible...SuggestedWork at officeLocal area
- ...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
- ...to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in... ...entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear...Flexible hours
- ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive...Full timeFlexible hours
- ...Opportunity Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...consistent problem areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the...Work at officeNight shiftWeekend work
$20 - $22 per hour
...A leading digital marketplace for waste and recycling is seeking a Client Services Associate to support customer inquiries. This role requires excellent communication skills, strong problem-solving abilities, and proficiency in Microsoft Office. The ideal candidate will...Hourly payWork at officeRemote work$120k
...At BDR, our goal is simple: empower our clients with our industry experience and information... ...00 yearly Full-time Community Relations Specialist.At Pavlov Media, we're on a mission to... ...more Full-time Quick Apply Our Client Services Specialists are.This is not the typical...Hourly payFull timePart timeRemote workWork from home- ...strong customer relationships by providing time efficient, friendly service. Identify correct price of merchandise & ring transactions... ...all customers promptly to ensure a positive experience. Use client's last name frequently. Answer customers' questions &...Full timeImmediate startFlexible hoursAfternoon shiftWeekday work
- ...experience required 4+ years of corporate and/or professional services experience, in healthcare, legal, professional services,... ...for you and your family.WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and...ApprenticeshipWork experience placement
- ...Title Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...problem areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of...Work at officeWeekend workDay shift
$23 - $35.9 per hour
...Client Service Specialist Employee Benefits Hybrid (Flexible) | Local to Greenville, South Carolina At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies...Hourly payWork at officeLocal areaFlexible hours- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment...Casual workInternshipWork at officeFlexible hours
- ...Client Services Specialist Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing...
- Description Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing and in-depth training...Temporary work
$130k - $160k
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS)... ...emphasis on private markets Identify areas for operational and service efficiencies Oversee and manage the production of fund...Temporary workLocal areaFlexible hours$50k - $70k
A client coordination services company is seeking a Remote Client & Booking Coordinator to assist clients with booking and scheduling needs. The ideal candidate is detail-oriented, customer-focused, and able to work independently in a remote environment. Responsibilities...Remote job- The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will... ...preferred (specifically within Wealth Management a plus). Working knowledge...Temporary workWork at officeRemote work
- ...Chase, 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...
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...Full timeWork at office$19 - $24 per hour
...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This... ...information and support regarding products, services, and processes. Troubleshoot client issues...Full timeLocal areaFlexible hours$30k - $75k
...Client Support Specialist (Remote) Atlanta, Georgia, United States $ 30,000.00 - 75,000.00 (US Dollar) Or refer someone Overview We... ...travel. This position focuses on delivering a high level of service while guiding clients through the planning process,...Remote jobFlexible hours- ...Client Support Specialist Location: Atlanta, GA Type: Full Time Min. Experience: 2 years Our Client Support team provides technical... ...construction time-lapse and live streaming video camera services. Since 2001, OxBlue's helped owners, general contractors and...Full timeContract workFor contractorsCasual workRemote work2 days per week
- ...Client Support Specialist II ICE Data Services is looking for a dynamic Client Support Specialist II to join our team. The position is an integral part of our front-line support team focused on real-time market data products. The ideal candidate will have a mix of strong...Work at office
- ...Client Services Specialist, Lpn Looking for a dynamic & compassionate Client Services Specialist, LPN to join our team! This position supports one of the trusted behavioral health programs within the Advanced Recovery Systems family. Advanced Recovery Systems is the...Work at officeImmediate start
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- inbound call center customer service representative Atlanta, GA
- work from home customer service advisor Atlanta, GA
- card services representative Atlanta, GA
- customer relations specialist Atlanta, GA
- customer happiness specialist Atlanta, GA
- customer service associate Atlanta, GA
- e-commerce customer service representative Atlanta, GA
- customer service representative remote Atlanta, GA
- client service representative Atlanta, GA
- full time customer service associate Atlanta, GA

