Client Service Specialist - Hybrid CRM & Operations
$56k - $66kFocus Financial Partners
A financial services firm in Atlanta seeks a Client Service Specialist to deliver outstanding support to clients and advisors. Responsibilities include handling operational requests, managing multiple priorities, and providing timely communication. Ideal candidates will have over 3 years of client-facing service experience, extensive knowledge of industry processes, and proficiency in CRM systems like Salesforce. The role offers a hybrid work schedule (3 days in office, 2 days remote) and an annual base salary range of $56,000-$66,000. #J-18808-Ljbffr Focus Financial Partners
$56k - $66k
...Client Service Specialist Atlanta, GA Position Summary Focus Partners... ...contact and resource for all operational and service requests and overseeing... ...Salesforce or a similar CRM system to manage and track... ...the flexibility to work a hybrid schedule. Our hybrid model...OperationsCRMWork at officeRemote work2 days per week$56k - $66k
...Partners Wealth is seeking a Client Service Specialist to join our team! The... ...contact and resource for all operational and service requests, and overseeing... ...Salesforce or a similar CRM system to manage and track... ...the flexibility to work a hybrid schedule. Our hybrid model...OperationsCRMWork at officeLocal areaRemote work2 days per week- ...consumer products and services using payroll deduction... ...and primary liaison to clients and brokers with the objectives... .... This is a hybrid role that requires in-office... ...acumen, analytical and operations skills ~ Experience... ...) ~ Experience using CRM tools (Salesforce) ~...OperationsCRMContract workWork at officeLocal area3 days per week
- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of... ...bookings with clients per day. Maintain a CRM with up-to-date client information... ...accurate. Communicate with tailors and operations team to make sure every step of...OperationsCRMCasual workInternshipWork at officeFlexible hours
$45k - $55k
...Customer Support Specialists to support financial advisors and operational teams! This role is... ...grow in financial services—offering structured... ...and Compensation Hybrid Schedule: 4 days onsite... ...can serve their clients effectively.... ...Familiarity with CRM tools such as Salesforce...OperationsCRMFull timeRemote workShift work$18 - $22 per hour
...dedicated and customer-focused Client Support Representative to... ...billing inquiries, and general service questions. Troubleshoot and... ...interactions in Salesforce CRM for quality assurance and... ...Representative - Field Solutions Operations Specialist (Remote- US Based) Atlanta,...OperationsCRMContract workTemporary workPart timeWork at officeRemote work- .... is looking for a Strategic Account Specialist to support the Outside Sales team in... ...sales strategy execution and customer service, contributing significantly to the company... ...experience and proficiency in CRM software. In this hybrid role, you will maintain product knowledge...CRM
- ...through completion for assigned client accounts. You will serve as... ...professional work. Manage day-to-day operations for assigned client accounts,... ...skills, including customer service and interpersonal abilities,... ...; experience with SASSIE, CRM, or other project management platforms...OperationsCRMWork at office
- ## Client Success RepresentativeApplylocations... .../Commission Plan* Hybrid Work Locations &... ...Years of Service Awards* Quarterly... ...development or renewals specialist experience; supply... ....com or a similar CRM system (ability to... ...from reduced cost of operations, faster process execution...OperationsCRMContract workFlexible hours
$48k - $82k
...market segments. This hybrid position is based in Boston... ...and engage prospective clients, create qualified... ...Sales, Marketing, and Operations while using tools such... ...Salesforce or similar CRM systems. ~ Strong communication... ...solutions and expert services that eliminate the...OperationsCRMFull timeTemporary workWork at office3 days per week- ...is hiring a Strategic Account Specialist to support the Outside Sales team... ...providing excellent customer service while maintaining strong... ...essential, and proficiency in CRM platforms like Sugar CRM is required... .... This position offers a hybrid work environment. #J-18808-Ljbffr...CRM
- ...We ask all employees to work a hybrid schedule, with a minimum 3x/... ...Memberships, Product, Marketing, and Operations teams to ensure alignment and... ...Development, or Customer/Client Relations (Healthcare experience... ...skills Proficiency with CRM (Salesforce preferred) and all...OperationsCRMWork at officeLocal area
- RoadSync in Atlanta is hiring a Sales Operations Analyst to support the Revenue Operations team. This role involves managing HubSpot CRM, overseeing sales performance dashboards, and... ...compensation, equity from day one, and a hybrid work setup. #J-18808-Ljbffr RoadSyncOperationsCRM
$52.3k - $87.15k
...Renewals Specialist We Are Omnissa! Omnissa is the... ...engagement while optimizing IT operations, security, and cost.... ...~ Familiarity with CRM systems (Salesforce... ...GA ~ Location Type: Hybrid - 3 days per week in office... ..., or prospective service in the uniformed services...OperationsCRMContract workWork experience placementWork at officeLocal areaVisa sponsorshipFlexible hours3 days per week$22 - $24 per hour
...the standard for customer-first service. As the face of the company,... ...understanding the challenges our clients face, and fostering their... ...and widely accepted business operating philosophy called, "EOS" (Entrepreneurial... .... Salesforce or similar CRM experience. Restaurant or...OperationsCRMHourly payShift workDay shift- ...Customer Operations Associate - Spanish Speaking Liberis is on a mission... ...partners, whilst giving 5* service on every interaction we have.... ...existing customers using Salesforce CRM and other software tools to... ...a great Liberis culture. Our hybrid working policy requires team...OperationsCRMWork at office3 days per week
- Client Engagement Manager Precise Resource, Inc. is a... ...Search and head-hunting services for Fortune 500 clients... ..., Support, and Operations to ensure seamless delivery... ...and dependencies using CRM and collaboration tools... ...(Agile, Waterfall, or hybrid), and tools like Jira,...OperationsCRMWork experience placement
- ...people buy the products and services they need through the... ...impact. This role is a Hybrid role and requires... ...Develop and implement operational processes that support... ...industry conferences, and client events to support lead... ...Salesforce, Marketo, or similar CRM/automation tools and...OperationsCRMWork at officeLocal area
- ...Learning and Development - Hybrid (Atlanta, GA)Applylocations... ...is that we can surround our clients with more services and more technology-based... ...Proficiency in Microsoft Office 365, CRM systems, video editing, LMS... ...with systems to support operational needs.Join us in shaping...CRMTemporary workWork at officeLocal area
- ...Development Manager in Atlanta to drive growth across our Americas operations. This role involves prospecting and qualifying opportunities... ...1-2 years in a sales or B2B SaaS environment, familiarity with CRM tools such as Salesforce, and a strong sense of organization....OperationsCRM
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client... ...our advisors have the operational support they need. The ideal... ...collaborative team. This is a hybrid position, typically requiring... ...accurate client data across CRM, custodial platforms, and portfolio...CRMFull timeTemporary workWork at officeFlexible hours$57.3k - $86k
...supporting and expanding client relationships within... ...and delivering tailored services, the Account Executive... ...of sales processes and CRM systems (e.g., Salesforce... ...Requirements Hybrid Outside Sales requiring... ...sites. This job will operate part of the time in a regular...OperationsCRMFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours- Authority Brands is looking for a Sales Operations Administrator to provide essential operational support for the JunkLuggers National Accounts... ...You will manage documentation, coordinate onboarding, maintain CRM data, and assist with customer communications. The ideal...OperationsCRM
$60k - $65k
...Client Service Associate At Ameriprise Financial, we're not just in the... .... Administrative and Operational Support Handle administrative... ...Extensive experience in Excel and CRM software (e.g. Salesforce)... ...(ten days in year one) ~ Hybrid work ~ Salary range $60k to...OperationsCRMFull timePrivate practiceImmediate startHome office- ...Account Expansion Specialist Do you love spotting opportunities... ...the most out of their services? Do you thrive when you can connect with clients, offer solutions, and... .... Partner with Sales, Operations, and Service Teams to... ...accurate records in CRM and sales tracking tools...OperationsCRM
- ...customers, ensuring they receive best-in-class service, and driving account growth. Acting as... ...Coordinators to ensure day‑to‑day operations run smoothly. Monitor customer satisfaction... ...opportunities, and growth initiatives in CRM. Qualifications 2-4 years of experience...OperationsCRM
- ...FlowPath Overview FlowPath is changing the game for facilities and operations managers. FlowPath allows small-team facility, operations and... ...for Sales Development Representative Utilize Hubspot CRM to document prospecting efforts and pipeline opportunities Maintain...OperationsCRMFull time
- FlowPath Overview FlowPath is changing the game for Facilities and Operations Managers. FlowPath allows small-team facility, operations and... ...for Sales Development Representative Utilize Hubspot CRM to document prospecting efforts and pipeline opportunities Maintain...OperationsCRMFull time
- NACBA, located in Atlanta, is seeking a Client Service Specialist to support its McGriff Executive Risk Advisory team. In this role, you will assist... ...skills. Benefits include generous time off, tuition reimbursement, and hybrid work opportunities. #J-18808-Ljbffr NACBAWork at office
- ...Chick-fil-A Supply Customer Service Representative As a customer service representative... ...between Chick-fil-A Supply and Chick-fil-A Operators and their Restaurants regarding their... ...customer service Have experience with a CRM system Customer Relations As the driver...OperationsCRMWork at officeMonday to FridayShift work
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