Wealth Client Services & Sales Specialist
Crump Life Insurance Svcs Inc
Truist Financial Corporation is seeking a Wealth Sales & Service Consultant to provide in-office client and advisor support for a team of Wealth Advisors. You will manage a large client book, coordinate with wealth partners, and assist with onboarding, documentation, and financial solutions. The role requires strong organizational skills, cross-functional collaboration, and the ability to manage multiple priorities while delivering exceptional client service. #J-18808-Ljbffr Crump Life Insurance Svcs Inc
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services & Sales Specialist in Atlanta, GA vacancy
- ...)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
- 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
- ...companies offering tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across... ..., while still offering a local firm flavor. As a Client Services Specialist on our Wealth Management team, you will deliver exceptional...SuggestedLocal area
$20.1 - $30.1 per hour
...As a Commercial Services Specialist II, this role plays a pivotal role as the primary point of contact for Manheim's low touch commercial clients' nationwide activities including administering post-sale operations at physical auction locations, MyCentral online auctions...SuggestedHourly payWork at office3 days per weekCox
Atlanta, GA5 days ago$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...SuggestedFull timeWork 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,...Work at office
$55k - $70k
Senior Client Service Associate - Wealth Management (P) Overview We are a retirement and financial planning firm based in Atlanta. As a registered investment adviser, we work with high net-worth individuals, families, and institutions. We are looking for an experienced...Full timeWork at office- Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families. You will maintain client...
- Morgan Stanley in Atlanta seeks a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will cultivate relationships, manage client service delivery, and assist with meetings, digital tools, and portfolio-related tasks. The role...
- Balentine, a leading wealth management firm in Atlanta, is seeking a Client Services Manager to enhance the firm’s client service platform. The role focuses on driving service excellence, operational scalability, and client retention while leading a dedicated team. Candidates...
$85.28k - $104k
...stretch, grow, and make an impact.Learn about the Danaher Business System which makes everything possible.The Senior Inside Sales Representative, Service is responsible for supporting the delivery of annual service contract orders, revenue, and renewal targets within an...Full timeContract workRemote workWork from homeFlexible hoursNight shift- DescriptionSummary: The Commercial Relationship Sales & Service Manager Senior (CML RSS Sr.) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS Sr. works independently and in partnership with the Relationship Manager...Full timeWork at officeRemote workWork from homeFlexible hours
- ...Client Services Specialist Do you want a careerwithout limits? Do you want to shape your own future and be surrounded by people who listen? If so... ...companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with...Work at officeLocal area
Smith & Howard
Atlanta, GA3 days 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...Work at office
Truist Inc
Atlanta, GA17 hours ago - ...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
Huntington Bancshares, Inc.
Atlanta, GA2 days ago $138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to help you...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...posting. Summary Supports the clients and sales staff by performing moderate complex daily... ...client inquiries on bank products, services, accounts and policies; opens new accounts... ...banking, consumer, small business, wealth and trust management, retail brokerage,...Work at office
First Horizon
Atlanta, GA3 days ago - ...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,...Permanent employmentTemporary workWork at officeFlexible hours
- Merrill Wealth Management is hiring for a Relationship Manager/Client Services role in Atlanta, GA. You will support Financial Advisor teams, manage non-administrative... ...Salesforce records, coordinating with specialists, and ensuring high levels of client service....
- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- Location: Buckhead, GA JOB SUMMARY The Commercial Client Specialist is responsible for leading the onboarding of complex commercial deposit... .... ESSENTIAL DUTIES AND RESPONSIBILITIES Commercial Client Servicing / Onboarding Lead onboarding process for complex commercial...Work at office
- ...communicative in a group setting and motivated to add value to our customer service and sales team! We have a history of driving successful sales strategies that have always taken our client’s footprint to the next level. We are here and ready to hire, train, and develop...Work at officeFlexible hours
- A customer service firm in Atlanta is looking for a Competitive Customer Service and Sales Representative. This role involves face-to-face interaction to assist customer inquiries and drive sales transactions. The ideal candidate will have strong communication skills, a...Work at office
- 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
- GemHarvest Executive Recruiting is seeking a highly organized client service and operations professional to join a boutique fee-only RIA in Atlanta. You will work closely with the founder in a high-touch, planning-focused practice serving successful professionals and their...
- ...Office Services Specialist Atlanta, Georgia, United States Job Title: Office Services Specialist/Field Support Specialist (On Call)... ...The Office Services Specialist (On Call) will report to the Client Services Supervisor, Client Services Manager, Human Resources...Full timeTemporary workPart timeWork experience placementWork at officeHome officeFlexible hours
- ...is looking for a Showroom Administrator / Service Consultant. This role coordinates the... ...service workflow to deliver exceptional client experiences, managing inquiries and maintaining... ...time management. The position supports sales and ensures operational compliance, including...
- Office Services Specialist / Field Support Specialist (On Call) Reports To: Office Services Specialist (On Call); will report to the Client Services Supervisor, Client Services Manager, Human Resources, or equivalent leadership. Job Overview The Office Services Specialist...Work experience placementWork at officeHome officeFlexible hours
- Description Summary: The Private Bank Service Specialist II is responsible for the day‑to‑... ...and interaction between the client and Huntington Bank in terms of establishment... .... Partners with one or more Wealth Advisors to support the sales process and deliver exceptional...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services & Sales Specialist. Be the first to apply!
Related searches
- community service representative Atlanta, GA
- client service representative Atlanta, GA
- career services representative Atlanta, GA
- bilingual customer service representative spanish english Atlanta, GA
- customer experience agent Atlanta, GA
- customer account representative Atlanta, GA
- client solutions specialist Atlanta, GA
- customer experience associate Atlanta, GA
- entry level customer support representative Atlanta, GA
- part time customer representative Atlanta, GA