Wealth Client Experience Specialist
Focus Partners LLC
Focus Partners in Atlanta, Georgia, is seeking a Client Service Specialist responsible for providing exceptional service to advisory teams and clients. The role requires 3+ years of experience in the RIA industry, proficiency in Salesforce, and strong problem-solving skills. The position operates under a hybrid model, allowing for flexibility with 3 days in-office and 2 days remote work weekly. A commitment to client satisfaction and effective communication is essential for success in this dynamic environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Specialist in Atlanta, GA vacancy
- ...financial goals. Our First Citizens Wealth team delivers integrated... ...designed to support clients at every stage of life. Join... ...impact. The Wealth Client Specialist (WCS) role supports Fiduciary... ...Bachelor's Degree and 0 years of experience in Trust, Banking Sales, or Customer...SuggestedWork at office
- First Citizens Bank is seeking a Wealth Client Specialist in Atlanta, Georgia, to support Fiduciary Officers within the Wealth Division. Responsibilities... ...Candidates should have a Bachelor's Degree or equivalent experience in sales or customer service. Preferred qualifications...Suggested
- ...brobstongroup.com - Jobboard is seeking a Client Service Representative for the Phipps location in Atlanta, Georgia. The role involves... ...ideal candidate will have over 3 years of retail cashiering experience, preferably in luxury, and must be able to work a full-time schedule...SuggestedFull timeNight shift
- ...Stord is The Consumer Experience Company, powering seamless checkout through delivery for today's leading brands. Stord is rapidly growing... ...for delivering timely, accurate, and professional support to clients across multiple communication channels. This is a foundational...Suggested
- ...GoodVets in Atlanta, Georgia, is looking for a Client Service Representative (CSR) to provide outstanding client experiences at our animal hospitals. This role involves greeting clients, managing phone calls, and coordinating appointments efficiently. Candidates should...Suggested
- ...and services. You'll educate them on the Home-Probe inspection experience, get them scheduled, and provide gold standard administrative support... ...committed to the team Innovative with ideas to better our client experience Competitive and results-oriented Someone who...Full timeWork at officeMonday to FridayFlexible hoursShift work
- LJ Horizons is looking for a Client Support Specialist in Atlanta, Georgia, to provide exceptional service and assist clients remotely. The ideal... ...excellent communication skills, attention to detail, and experience in customer service. Key responsibilities include...Remote jobFlexible hours
- A luxury retail company based in Atlanta is seeking a Tiffany Client Advisor to exemplify the brand's values through exceptional client... ...exceeding sales targets while delivering a memorable shopping experience. The ideal candidate will have retail experience, a strong...
- HearUSA in Atlanta, GA is seeking a Client Experience Specialist to enhance the hearing care experience for clients. You will organize appointments, provide exceptional service, and maintain accurate records. The ideal candidate must possess a High School Diploma and experience...
- Bank of America is seeking a motivated client engagement professional in Atlanta, Georgia. The role involves assisting clients in the... ...strong communication skills, a high school diploma, and preferably experience in financial services. The position requires effective time...
- ...and brokers. The ideal candidate will have at least 3 years of customer service experience, preferably in the insurance industry. You will be the primary point of contact for group clients, ensuring accurate information and effective problem resolution. The role offers...
- GoodVets, located in Atlanta, Georgia, is seeking a Client Service Representative (CSR) to be the first and last impression for clients, promoting a welcoming experience. You will manage phone calls and appointments while providing elevated customer service. The ideal candidate...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...wealth. You provide an exceptional investor experience by offering advised solutions and Chase...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals...
- ...as a Financial Services Digital Customer Experience Strategy Leade r, where you will... ...needs and business requirements. Guide clients on platform selection, modernization, integration... ...services industry expertise (banking, wealth management, insurance, payments, cards,...Work at officeRemote workHome officeFlexible hours
- GoodVets in Atlanta, Georgia, is seeking a Patient and Customer Care Representative to ensure seamless client experiences while supporting veterinary care. Your role includes delivering compassionate customer service, managing appointments, and assisting with animal care...
$60k - $65k
...Atlanta, GA, responsible for supporting internal and external clients on their Wealth Management Platform. The role involves troubleshooting... ...stakeholders. Candidates should possess a Bachelor's degree and have experience in advisory operations. The salary is competitive, ranging...Full timeWork at office$20 - $24 per hour
A leading consulting firm is seeking a Customer Experience Specialist I to operate in a call center supporting consumer direct lending. This role involves acting as the primary contact for consumers during the loan origination process, managing inbound calls, and ensuring...Hourly pay- ...About Cresset Cresset is a firm built by clients, for clients. As an independent, award-... ...firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure... ...one focused on delivering an exceptional experience, not only for the families we serve but...Full timeTemporary workWork at officeLocal area
- ...Candidates must possess strong communication skills and be able to multi-task effectively. Flexible availability is a must, and prior experience in stock or cashier roles is preferred. Enjoy a dynamic work environment as part of a team dedicated to excellence. #J-18808-...Flexible hours
- ...About CressetCresset is a firm built by clients, for clients. As an independent, award-winning... ...firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure... ...focused on delivering an exceptional experience, not only for the families we serve but...Full timeTemporary workWork at officeLocal area
- ...Wealth Sales & Service Consultant The Wealth Sales & Service... ...Consultant provides in-office client and advisor support to a team... ...consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors... ...7 or more years of banking experience, excellent organizational skills...Work at officeLocal areaFlexible hours
$118.59k - $139.52k
...embracing individuals with diverse perspectives, backgrounds, experiences, and skill sets. We value transparency and openness,... ...benefits set us apart! About the Role As a Technical Support Specialist at Crunchbase, you will be instrumental in supporting our API...Work experience placementRemote workWork from homeHome office- ...Customer Experience & Billing Specialist GlassesUSA.com has been disrupting the traditional eyewear industry, becoming the fastest growing and leading online eyewear retailer in the world with millions of customers. Our cutting-edge in-house technologies and data-driven...Full timeMonday to FridayShift work
- ...Job Description Job Description Join Our Team at Ali’s Cookies Emory! Position: Baker & Customer Experience Team Member Are you someone who loves working with people, enjoys being creative, and takes pride in quality? We’re looking for a reliable, positive, and...Flexible hoursShift work
- ..., while enabling them to preserve their wealth for future generations and provide for the... ...central point of contact for ingesting client requests Coordinate between client,... ...accredited institution Minimum of 5 years’ experience Experience with Salesforce, Portfolio Accounting...Permanent employmentTemporary workWork at officeFlexible hours
- ...job posting. Summary Supports the clients and sales staff by performing moderate... ...school diploma or GED and 2-4 years of experience or equivalent combination of education and... ...banking, consumer, small business, wealth and trust management, retail brokerage,...Work at office
- ...Senior Customer Experience Colleague Be part of an amazing story. Macy's is more than just a store. We're a story. One that's captured... ...customers during their in-store or online journey to acquire and grow client relationships by leveraging elevated outreach tools including...Full timeFlexible hoursAfternoon shift
- ...Wealth Support Specialist Provides high-touch, in-office support to a team of Wealth Advisors overseeing... ...portfolios for high-net-worth clients. Partners closely with assigned advisors... ...with a focus on the client experience and support of the advisor's purpose-...Work at officeLocal areaFlexible hoursNight shift
- ...A luxury retail company in Atlanta is seeking a Tiffany Client Advisor who will embody the Tiffany brand and deliver exceptional client experiences. This role requires excellent communication skills and the ability to develop long-lasting relationships with clients. Responsibilities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!
Related searches
- online customer service representative Atlanta, GA
- customer advisor Atlanta, GA
- airport customer service agent Atlanta, GA
- customer support associate Atlanta, GA
- employee relations assistant Atlanta, GA
- participant services representative Atlanta, GA
- customer service representative 1st shift Atlanta, GA
- inbound call center customer service representative Atlanta, GA
- service agent Atlanta, GA
- insurance customer service advisor Atlanta, GA




