Hybrid Wealth Client Services Specialist
Focus Partners
Focus Partners is seeking a Client Service Associate in Atlanta, GA. The role involves partnership with Wealth Advisors to enhance client relationships and provide comprehensive financial service support. The ideal candidate will manage service needs efficiently, ensuring precision and consistency in operational support. A Bachelor’s Degree and relevant experience are required. The position boasts a hybrid work model, with 3 days in the office and 2 days remote each week. #J-18808-Ljbffr Focus Partners
$50k - $65k
Wealth Enhancement is seeking a Client Service Associate in Atlanta, GA to support high-net-worth clients and Financial Advisors. This hybrid role involves managing client onboarding, account administration, and relationship management. Ideal candidates have a degree in...Suggested$50k - $65k
Wealth Enhancement Group is looking for a Client Service Associate in Atlanta, GA. This hybrid position supports high-net-worth clients and Financial Advisors, managing onboarding, account administration, and client inquiries. Ideal candidates should hold a Bachelor's...Suggested$60k - $65k
Focus Financial Partners is looking for a Client Service Associate in Atlanta, Georgia. This role involves partnering with Wealth Advisors to enhance client relationships and... ...service needs effectively. The position offers a hybrid work model, supporting flexibility....Suggested- Focus Partners Wealth in Atlanta is seeking a Client Service Associate to enhance client relationships and streamline operational support. This role involves... ...communication skills, and a desire to grow in a hybrid work environment. Flexibility is key, with 3 days required...SuggestedWork at officeRemote work
- 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
- Russell Tobin is seeking a detail-oriented Client Analyst for a contract-to-hire opportunity... ...Georgia. This role supports the Executive Wealth Management team, focusing on client onboarding and operations within financial services. The ideal candidate will possess a...Permanent employmentContract work
- Savant Wealth Management is seeking a Client Services Associate based in Atlanta, GA. In this full-time role, you will provide essential support to both clients and advisors, ensuring seamless daily operations. The ideal candidate will have a client-first attitude, effective...Full time
$56k - $66k
...Client Service Specialist Atlanta, GA Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... ...team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days...Work at officeRemote work2 days per week$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...Full timeWork at office- DLA Piper is seeking a Treasury Specialist to support the firm’s AR and Client Trust activities in a hybrid role. The position handles cash receipts for the operating account and Client Trust disbursements, coordinating with collections, billing, and partners. The role...
- 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
- ...Customer Service Representative Alliant Health Group is a family of companies that provides professional services supporting the effective... ...Service Representative, to work in the office and remotely or hybrid. In this role, the ideal candidate will answer incoming call...Work at officeRemote workNight shift
$20 - $22 per hour
...leading digital marketplace for waste and recycling is seeking a Client Services Associate to support customer inquiries. This role requires... ...manage customer service requests effectively in a remote/hybrid work environment. With a focus on sustainability, the company...Hourly payWork at officeRemote work- ...collaborating on supply chain efficiencies. Ideal candidates will have 1-4 years of experience or a Bachelor’s Degree, proficiency in Microsoft Excel, and effective communication skills. This hybrid in-office position allows for flexible working arrangements. #J-18808-Ljbffr...Work at officeFlexible hours
- ...The Associate Client Advisor role is an exciting opportunity to join... ...dedicated professionals that service Bessemer's ultra-high net worth... ...(specifically within Wealth Management a plus). Working... ...EAP) and wellness programs Hybrid work environment: 60% in office...Temporary workWork at officeRemote work
$50k - $65k
About Wealth Enhancement Wealth Enhancement is an independent wealth... ...enriching the lives of our clients. We continually seek to... ...plans and investment management services to over 80,000 households from... ...collaborative team. This is a hybrid position, typically requiring...Full timeTemporary workWork at officeFlexible hours3 days per week$18.68 per hour
Location and Hybrid Remote Requirements This hybrid‑remote position reports to our 754 Peachtree Street NE, Atlanta, GA; if selected,... ...technology. As a member of our team, you’ll redefine customer service, creating meaningful connections with each customer. Every interaction...Hourly payTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift- ...is seeking a Bilingual Customer Support Specialist based in Atlanta, GA. This role requires... ...ideal candidate has experience in customer service, is fluent in English and Spanish, and... ...-solving skills. Procare offers a hybrid work model, flexible scheduling, and a comprehensive...Flexible hours
- 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
- ...to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in... ...entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear...Flexible hours
$75k
Stable Kernel is a technology services firm and custom software developer building... ...About the Role: As a Stable Kernel Client Experience Specialist, your primary goals are to build client... ...Kernel operates a People Before Place Hybrid model, allowing most employees to choose...Full timeTemporary workWork at officeVisa sponsorshipWork visaFlexible hours- Sage is hiring a Customer Support Specialist for Sage HCM. In this hybrid role (3 days per week in office) you will investigate and troubleshoot complex customer issues through hands‑on testing and root cause analysis. You’ll collaborate with internal teams to validate...Work at office3 days per week
- ...well-informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the... ...Location Eastern or Central Time Zone Hybrid schedule or remote Travel up to 50%...Remote jobFlexible hours
- ...growing recruiting firm. This role involves prospecting potential clients, making calls, and supporting business development while... ...offers a competitive base salary, uncapped commissions, and additional benefits in a hybrid work environment. #J-18808-Ljbffr Henry North
- ...Atlanta, GA. The role involves identifying and qualifying potential clients, building relationships, and generating pipeline opportunities.... ...skills, and proficiency with CRM tools like Salesforce. This hybrid position offers a dynamic environment that requires motivation...
- ...Sales Development Representative to drive lead generation and qualification. Onsite to start for training, with potential to move to a hybrid working arrangement later. You will conduct research, outreach, and nurturing to create qualified opportunities for the sales team....
- ...sales team. You’ll drive top-of-funnel outreach through inbound and outbound strategies, nurture relationships, and ensure accurate data in Salesforce. The role offers a hybrid work setup with room for growth in a fast-paced AI security startup. #J-18808-Ljbffr WitnessAI
- ...adaptability, and a passion for building relationships. We offer a competitive salary, comprehensive health insurance, and opportunities for growth in a hybrid working environment. Join us to help shape the future of financial products for contractors. #J-18808-Ljbffr ShoptalkFor contractors
- ...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...
- ...Sensor Intelligence in Atlanta, GA is seeking a technical support specialist to provide initial support on SICK sensor products and systems,... ...problem solving, English fluency, and the ability to work in a hybrid office and testing lab, with travel up to 20%. #J-18808-Ljbffr...Work at office
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