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

Virtual Client Services Associate

AOGarcia

Job Opportunity

Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line.

Included:

  • Web-conference meetings from home
  • Full-time or part-time options
  • No cold calling
  • Written training plus live coaching
  • Advancement for people who lead their numbers

Your day:

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.

AOGarcia
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Virtual Client Services Associate in Atlanta, GA vacancy
  •  ...If you know the difference between simply servicing a wealth management client and truly owning the client experience, keep reading. San Blas Securities is looking for an experienced Client Service Associate / Financial Planning Associate to join our growing private wealth... 
    Suggested
    Private practice
    Work at office

    San Blas Securities, LLC

    Atlanta, GA
    1 day ago
  • Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Suggested
    Work at office
    Local area
    Work visa

    Morgan-Stanley

    Atlanta, GA
    10 hours ago
  •  ...Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This includes...  ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential... 
    Suggested
    Second job
    Work at office
    Monday to Friday

    Truist

    Atlanta, GA
    3 days ago
  •  ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a... 
    Suggested
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, LLC

    Atlanta, GA
    1 day ago
  •  ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...and we are looking for a Client Service Associate to join our operations team! The Client... 
    Suggested
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, LLC

    Atlanta, GA
    22 hours ago
  • $70k - $100k

    Job Summary: The Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective... 
    Temporary work
    Work at office

    NewEdge Wealth, LLC

    Atlanta, GA
    1 day ago
  • Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals... 
    Work at office
    Local area

    PowerToFly

    Atlanta, GA
    1 day ago
  • $50k - $65k

     ...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Atlanta, GA
    3 days ago
  •  ...firm, with a 25-year history of supporting clients regionally. Our experienced advisory...  ...leader to guide and work within our client service and operations model. Our collaborative...  ...organized and efficient Client Service Associate to join our team. This position is crucial... 
    Work at office

    TalentLink Solutions

    Dunwoody, GA
    3 days ago
  • POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Work at office
    Local area
    Work visa

    711 MS Smith Barney, LLC

    Sandy Springs, GA
    22 hours ago
  •  ...POSITION SUMMARY   Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Atlanta, GA
    22 hours ago
  •  ...work for the global leader in the language services and technology industry? Are you...  ...legal support services. All services and client partnerships are aided by best-in-breed...  ...The position of the Client Services Associate is responsible for serving as the first... 
    Permanent employment
    Full time
    Internship
    Local area
    Worldwide

    TransPerfect

    Atlanta, GA
    10 days ago
  •  ...Job Description Job Description The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. As a Client Service Associate, you will... 

    Sterling Seacrest Pritchard Inc

    Atlanta, GA
    25 days ago
  •  ...Claims Specialist serves as the advocate and point of contact for client employees and HR contacts on claims issues. The role researches...  ...or plan issues and flag them to account teams for renewal and service discussions. Maintain confidentiality of protected health... 

    Sterling Seacrest Pritchard Inc

    Atlanta, GA
    13 days ago
  •  ...to transform how they deliver services — and Jira Service Management...  ...Agile consultants and client stakeholders to understand how...  ...improve knowledge discovery, virtual assistance, and service automation...  ...years) work experience. (If Associate’s Degree, must have minimum 6... 
    Virtual
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Atlanta, GA
    1 day ago
  •  ...Client Support Representative We are a prominent sales and business...  ...in our clients' products and services, and they are excited to...  ...clients Attend in-person and virtual meetings with fellow Client...  ...your resume, and an HR associate will be in touch with you soon... 
    Virtual

    Social Status Solutions

    Atlanta, GA
    3 days ago
  •  ...leading organizations reinvent service as a driver of customer trust...  ..., and satisfaction. We help clients move beyond traditional cost-...  ...—such as conversational AI, virtual agents, intelligent routing,...  ...years' work experience). If Associate’s Degree, must have equivalent... 
    Virtual
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Atlanta, GA
    3 days ago
  • Client Sales Executive (Remote) - Professional and Skilled TradesWho We AreRemX is the professional...  ...for hiring administrative, customer service, human resources, marketing, professional...  ...new business development through phone, virtual, and in-person sales activities.Develop... 
    Virtual
    Full time
    Contract work
    Local area
    Immediate start
    Remote work

    BlueCrew

    Atlanta, GA
    11 hours ago
  • $49k - $59k

     ...them in direct and measurable sales for our clients. Our specialized and certified team...  ...increasing sales. Job Description As a Customer Service Specialist, you will be on the front...  ...to engage clients over the phone, virtual conference, email, and face-to-face Work... 
    Virtual

    East Usa

    Atlanta, GA
    2 days ago
  • $40k - $70k

     ...enthusiastic, detail-oriented individuals to join our team as Client Services Travel Representatives (Remote). This remote role is perfect...  ...destinations, and preferred supplier offerings Participate in virtual team meetings and training sessions Requirements Strong... 
    Virtual
    Remote work
    Work from home
    Flexible hours

    Destination Knot | Destination Wedding Careers & Travel Busi...

    Atlanta, GA
    2 days ago
  •  ...Job Title This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred...  ..., run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the clients, you provide... 
    Virtual
    Remote work
    Work from home
    Long distance

    Stride 2 Hire Staffing Agency

    Atlanta, GA
    3 days ago
  •  ...Client Success Consultant (CSC) **MUST RESIDE IN THE ATLANTA, GA AREA** Work from home...  ...to ensure the successful delivery of our services and solutions according to client needs and...  ...participate in phone calls and meetings (virtual and onsite), while serving as an example... 
    Virtual
    Full time
    Contract work
    For contractors
    Work experience placement
    Live out
    Live in
    Remote work
    Work from home
    Monday to Friday

    BELAY

    Atlanta, GA
    10 hours ago
  •  ...Grady is choosing to be part of a legacy of service and commitment to our communities. If you...  ...required to record and document various client interactions for management follow-up,...  ...products. ~ Multitask capability, referencing virtual record keeping forms while maintaining... 
    Virtual
    Work at office
    Flexible hours
    Day shift

    Grady

    Atlanta, GA
    3 days ago
  • $107.16k - $238.17k

     ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex...  ...:Coordinate with internal client service teams to assist multinational enterprises...  ...projects with internal teams in a largely virtual environmentQualifications:Minimum five years... 
    Virtual
    H1b
    Local area

    KPMG

    Atlanta, GA
    22 hours ago
  • $90k - $130k

     ...full benefits ($140-$180,000 OTE) Our client is a well-established, privately owned...  ...with their key audiences through live, virtual, and hybrid experiences. They are now hiring...  ...agency industry A passion for client service and a proven record of sales performance... 
    Virtual
    Immediate start
    Remote work

    Candr Talent

    Atlanta, GA
    4 days ago
  •  ...About the job Client Coordination Specialist (Remote) TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences...  ...with clients via phone, email, and virtual meetings Support client requests through... 
    Virtual
    Remote work
    Flexible hours

    Travelingmedic

    Atlanta, GA
    3 days ago
  •  ...SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers,...  ...employment tax deposit schedules, and associated penalty and interest structures.Multi-...  ...payroll service bureau, PEO, or multi-client payroll tax operations environment strongly... 
    Virtual
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    Intuit

    Atlanta, GA
    11 hours ago
  • $112.88k - $172k

     ...Administrator to supervise the various Legal Support Services Teams (LSST) in their respective office(s...  ..., workload coordination and attorney-client service. Provides overall supervision and...  ...and typing; (b) participating in digital/virtual conference calls; (c) participating in... 
    Virtual
    Full time
    Work at office
    Remote work
    Relocation
    Visa sponsorship
    Relocation package

    DLA Piper

    Atlanta, GA
    1 day ago
  •  ...confident and collaborative Account Supervisor to join our client's full-service ad agency team in a remote role based in Atlanta, GA. This position...  ...A dynamic and proactive communicator, especially in virtual environments Location: Atlanta, GA-based remote role, with occasional... 
    Virtual
    Full time
    Remote work

    ICX Group

    Atlanta, GA
    3 days ago
  • $95k - $105k

     ...welcome a detail‑oriented and service‑driven professional to join our team as a Senior Client Accounts Specialist. Reporting...  ...and clients.Communicates over virtual meetings, phone and email with...  ...disability, medical condition (associated with cancer, a history of cancer... 
    Virtual
    Full time
    Local area

    Alston & Bird

    Atlanta, GA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Virtual Client Services Associate. Be the first to apply!