Senior Wealth Client Services Specialist
$55k - $70kTalentLink Solutions
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 Office, and a commitment to delivering exceptional customer service. This role offers a competitive salary range from $55K to $70K and a focus on client satisfaction in a full-time position. #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Client Services Specialist in Atlanta, GA vacancy
- 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...Senior
- 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...SuggestedWork 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...Senior
- Grant Thornton is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and provide income, estate, and gift tax planning for high net worth and family-owned clients. You will collaborate with the Private Wealth Services Tax team to optimize...Senior3 days per week
$174.32k - $261.48k
...$174,320.00 - $261,480.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment Counselor Senior Lead is a strategic professional who closely... ...and alternative investments with wealth planning and private banking services to optimize...SeniorFull timeLocal area- 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....Work 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...Local area
$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...SeniorFull timeWork at office$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...we invite you to apply to our Senior Client AccountSpecialist position... ...locations. The Senior Client Account Specialist ensures that the firm...SeniorFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift workGrabJobs
Atlanta, GA2 days ago- Invesco Ltd. in Atlanta seeks a Client Portfolio Manager for Wealth Channels to act as the primary interface between client-facing resources and the investment team, delivering insights on portfolio positioning, performance attribution, and market themes. The role requires...Senior
- ...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, GA18 hours ago - ...Opportunity Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of...SeniorWork at officeNight shiftWeekend work
Crane WW
Atlanta, GA3 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,...Work at office
$22 - $29 per hour
...Sr. Client Services Representative This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals...SeniorWork at officeCetera Financial Group
Atlanta, GA4 days ago- ...Opportunity Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the...SeniorWork at officeNight shiftWeekend work
- 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
- ...Experienced Associate to oversee Financial Reporting and Technical Accounting engagement work plans. This role involves demonstrating client service excellence and developing technical competency among team members. Candidates must possess a Bachelor's degree in Accounting,...SeniorWork at office
$85k - $115k
Atlanta, GAClient Accounting Services - Technology CAS /Full Time /HybridWork with a Top 20... ...for fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...looking for a tech-savvy, detail-driven Senior Associate to join our dynamic, distributed...SeniorFull timeWork at officeLocal areaRemote workFlexible hours- ...Senior Vice President, Relationship Management (Wealth) About the Company Leading provider of business management solutions... ...Industry Financial Services Type Privately Held About... ...management sector, with a focus on client-first service and a commitment to...Senior
- Savant Wealth Management in Atlanta, GA is seeking a Senior Client Services Associate to support high-net-worth clients, partner with advisors, and drive a seamless client experience through proactive service and operational excellence. The role emphasizes ownership of...Senior
- Bank of America Merrill Wealth Management is seeking a Financial Advisor to deliver comprehensive, goals-based financial planning and wealth strategies for clients, from individuals to institutions. You will leverage the Merrill investment platform along with Bank of America...Senior
- ...financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors... ...~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net...SeniorWork at office
New Day Executive Search
Atlanta, GA2 days ago - Fox Rothschild is seeking an associate with 5-7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and be licensed in Georgia. Responsibilities include advising high-net-worth individuals on complex...Senior
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial... ...tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in the finance sector and...SeniorFull time
- ...and advisory firm, is seeking a HNW Tax Senior Manager to join our Atlanta practice. You... ...with partners, staff, and high net worth clients to plan, manage, review, and complete complex... ...teams, advise on sophisticated tax and wealth planning matters, and help grow the firm’...Senior
- ...)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...Full timePart timeWork at officeLocal areaFlexible hoursShift workDay shift
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...Senior
- Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas...Senior
- Modern Wealth Management in Atlanta, GA, is seeking accomplished wealth management professionals to help expand its national footprint. The role involves overseeing top-tier clients and developing new relationships. A portable book of at least $45M in client assets is...Senior
- A financial services firm in Atlanta seeks an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The role requires a deep understanding of financial and estate planning as well as strong relationship management skills. Candidates...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Services 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