Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Atlanta, GA vacancy
  •  ...Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and... 
    Suggested

    Morgan Stanley

    Atlanta, GA
    3 days ago
  • Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and... 
    Suggested

    Morgan-Stanley

    Atlanta, GA
    4 days ago
  •  ...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,... 
    Suggested
    Work at office

    Rockefeller Financial

    Atlanta, GA
    1 day ago
  • 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... 
    Suggested
    Work at office

    Truist

    Atlanta, GA
    2 days ago
  •  ...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... 
    Suggested
    Flexible hours

    Charles Schwab Inc.

    Atlanta, GA
    1 day ago
  •  ...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... 
    Work at office
    Local area

    Smith + Howard

    Atlanta, GA
    2 days ago
  • $75k - $80k

    ## Client Service SpecialistApplyremote type: Partially Remotelocations: Atlanta, Georgiatime type: Full timeposted on:...  ...JR100142**Job Description Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... 
    Work at office
    Remote work
    2 days per week

    Focus Partners Wealth

    Atlanta, GA
    2 days ago
  • ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for a Client Service Specialist. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional... 
    Permanent employment
    Full time

    ClariVise Private Wealth

    Atlanta, GA
    2 days ago
  • $75k - $80k

    Job Description Summary: Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering... 
    Work at office
    Local area
    Remote work
    2 days per week

    LE0123 Focus Partners Wealth LLC

    Atlanta, GA
    2 days ago
  •  ...Midtown- Receptionist - Client Service SpecialistAt CityVet, we believe healthy pets start with happy people. It is important that our...  ...future of our business.CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people... 
    Full time

    CityVet

    Atlanta, GA
    32 minutes ago
  •  ...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... 

    Columbia Safety & Supply

    Atlanta, GA
    2 days ago
  • $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 pay
    Work at office
    Local area
    Flexible hours

    Alera Group, Inc.

    Atlanta, GA
    5 days ago
  •  ...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management...  ...teamwork and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Atlanta, GA
    3 days ago
  •  ...The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible...  ...and families of substantial wealth. Its more than 1,300 employees are singularly... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Atlanta, GA
    3 days ago
  •  ...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... 
    Apprenticeship
    Work experience placement

    McKinsey & Company

    Atlanta, GA
    4 days ago
  • Oppenheimer & Co. Inc. in Atlanta seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth management operations. The role requires superior interpersonal and multi-tasking skills, 5+ years as a sales assistant... 

    Oppenheimer & Co. Inc.

    Atlanta, GA
    2 days ago
  •  ...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...  ...experience preferred (specifically within Wealth Management a plus). Working... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Atlanta, GA
    4 days ago
  • $60k - $114k

     ...Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations...  ...across the United States, serving clients with domestic and international operations...  ...locations. The Senior Client Account Specialist ensures that the firm receives timely payments... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    GrabJobs

    Atlanta, GA
    2 days ago
  • $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... 
    Remote job
    Hourly pay
    Work at office

    Rubicon

    Atlanta, GA
    3 days ago
  • $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 work
    Local area
    Flexible hours

    WTW

    Atlanta, GA
    2 days ago
  • $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

    Destination Knot

    Atlanta, GA
    3 days ago
  • BlackRock, Inc. in Atlanta, GA is seeking a Client Service Officer to support senior CEM members and manage client relationships. You will develop solutions to service challenges, oversee delivery of invoices and reports, and collaborate with internal teams on RFPs and... 

    BlackRock, Inc.

    Atlanta, GA
    6 days ago
  • Job Category: Client Services Requisition Number: SRCLI009835 Posted : July 17, 2026 Full-Time Locations Showing 1 location Responsibilities Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas.... 
    Full time
    Work at office
    Worldwide
    Night shift
    Weekend work

    Crane Worldwide Logistics

    Atlanta, GA
    2 days ago
  • $22 - $29 per hour

    Sr. Client Services Representative - This person supports Financial Professionals (Registered...  ...offered through Cetera include award-winning wealth management and advisory platforms,...  ...Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment... 
    Work at office
    Flexible hours

    Cetera Financial Group

    Atlanta, GA
    6 days ago
  • $85k - $105k

     ...Client Experience Specialist We are always seeking talented, motivated, growth-minded, and creative individuals. Our firm is committed to providing...  ...to enhance departmental efficiency and internal client service. Stay updated on client service and innovation... 
    Contract work
    Work at office

    Troutman Pepper

    Atlanta, GA
    5 days ago
  •  ...Remote Client Enrollment Specialist | Weekly Pay Company: AO (American Income Division) Work Arrangement: 100% Remote (U.S. Residents Only) Client Service Team Lead – Remote Opportunity 100% Remote | Flexible Schedule | Leadership Development Are you passionate... 
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Remote work
    Work from home
    Flexible hours

    Globe Life AIL - Lisa Russel

    Atlanta, GA
    2 days ago
  • $40k

     ...Family Lawyers, we understand that the first client interaction is pivotal, setting the tone...  ...entire journey. As a Client Engagement Specialist, you'll be at the heart of this process,...  ..., helping them understand the firm's services and how we can best support them. Your... 
    Work at office
    Flexible hours

    North Georgia Family Lawyers and Legal Defense LLC

    Atlanta, GA
    10 days ago
  •  ...location listed in the job posting. Summary Supports the clients and sales staff by performing moderate complex daily clerical functions...  ...of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-... 
    Part time
    Work at office

    First Horizon Bank

    Atlanta, GA
    a month ago
  • $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 role...  ...and support regarding products, services, and processes. Troubleshoot client issues... 
    Full time
    Local area
    Flexible hours

    Zelis

    Atlanta, GA
    4 days ago
  •  ...Client Support Specialist Location: Atlanta, GA Department: Client Support Type: Full Time Min. Experience: 2 years Our Client...  ...of construction time-lapse and live streaming video camera services. Since 2001, OxBlue's helped owners, general contractors and... 
    Full time
    Contract work
    For contractors
    Casual work
    Remote work
    2 days per week

    OxBlue - Part of Hexagon

    Atlanta, GA
    5 days ago

Do you want to receive more vacancies?

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