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

Financial Services Client Care Specialist

Morgan-Stanley

Morgan Stanley is seeking a Registered Client Service Associate to help modernize the client experience by delivering an elevated standard of care. The role focuses on building and maintaining strong client relationships, processing requests, and guiding clients through Morgan Stanley’s digital tools. The candidate will work with Financial Advisors to onboard clients, process accounts, and prepare plans and reports, while staying current with policies and new platforms. #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Client Care Specialist in Alpharetta, GA vacancy
  •  ...Position Summary The Patient Care Specialist provides direct, non-clinical support to clients receiving treatment for substance use disorders and co-occurring...  ...experience in substance use treatment, mental health services, social services, or a related field Ability... 
    Suggested
    Shift work
    Night shift
    Afternoon shift

    CAPELLA RECOVERY CENTER LLC

    Alpharetta, GA
    4 days ago
  •  ...attention to detail ~​Strong organizational skills Company Description Growing insurance and financial services agency in Alpharetta dedicated to providing our clients with risk management strategies designed to protect their assets and income. Owner of the agency... 
    Suggested
    Work at office

    Robert M Fowler Agency Llc

    Alpharetta, GA
    3 days ago
  •  ...Hospital in Georgia seeks a Certified Clinician to assess, evaluate, and treat patients with wounds, ostomy management, and related skin-care needs. You will work with physicians, nurses, and staff to plan and perform patient care in a full-time, day-shift position.... 
    Suggested
    Full time
    Day shift

    Piedmont Healthcare, Inc.

    Roswell, GA
    1 day ago
  • FOX Rehabilitation is expanding in Greater Alpharetta, GA, seeking licensed Occupational Therapists to provide one-on-one care in homes and senior living communities. Therapists will develop personalized plans, deliver evidence-based treatment, and document in FOX’s EMR... 
    Suggested
    Flexible hours

    Fox Rehab

    Alpharetta, GA
    4 days ago
  •  ...Atlanta Hospital is seeking a Certified Clinician to assess, evaluate, and treat patients with wounds, ostomy management, and related care. You will work with physicians, nursing staff, and ancillary teams to plan and deliver patient-centered treatment. Requires BCLS,... 
    Suggested

    Piedmont Healthcare, Inc.

    Alpharetta, GA
    2 days ago
  •  ...Administrative/Clerical professional to gather patient information and respond to inquiries regarding surgery. You will act as a customer-service advocate, coordinating scheduling with physicians and staff while maintaining confidentiality. Ideal candidates have 3-5 years in... 

    THOMAS EYE GROUP PC

    Roswell, GA
    2 days ago
  •  ...experienced administrative professional to greet patients and gather information for surgery inquiries. You will act as a customer service advocate, coordinating with staff, doctors, and patients to ensure smooth scheduling and clear communication. Required 3-5 years in... 

    THOMAS EYE GROUP PC

    Roswell, GA
    3 days ago
  • Fusion Sleep in Alpharetta, GA is seeking a Respiratory Therapist to join the Sleep Care Management team. You will educate patients on PAP therapy, ensure proper device use, and support ongoing care for sleep-disordered patients. Our accredited sleep medicine practice... 
    Sleeping nights

    Nox Health Group, Inc.

    Alpharetta, GA
    20 hours ago
  • $40k - $45k

     ...agent could be the perfect fit for you! As a part of our team, you'll be offering exclusive State Farm insurance and financial service products to clients who trust us for their needs. Benefits: Salary PLUS Commission Bonus based on performance Competitive... 
    For contractors
    Flexible hours

    Barry Hancock - State Farm Agent

    Roswell, GA
    4 days ago
  • $46.92k

     ...changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately...  ...and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited) * High school diploma or GED required... 
    Full time
    Relocation
    Relocation package
    Flexible hours
    Weekday work

    Milton Hershey School

    Peachtree Corners, GA
    20 hours ago
  •  ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal # Home office. Web presentations. # Work that matters to families. #... 
    Remote work
    Home office

    Remote Jobs

    Duluth, GA
    2 days ago
  •  ...Now Seeking Caregiver ApplicantsHome Helpers Home Care is seeking a caring, compassionate Caregiver to provide service for a client in your local area. We recognize our direct care staff as our greatest asset and offer competitive compensation, initial and ongoing training... 
    Local area
    Flexible hours
    Shift work
    Weekend work

    Home Helpers

    Alpharetta, GA
    2 days ago
  •  ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Provide prompt, accurate,... 
    For contractors
    Work at office

    Luka Cline

    Roswell, GA
    19 hours ago
  •  ...doctor and retail teams. You will greet customers, discuss exams and services, and process transactions with accuracy. Ideal candidates...  ...cash registers and basic math. This role emphasizes customer care and visual merchandising in a fast-paced setting. #J-18808-Ljbffr

    EssilorLuxottica

    Cumming, GA
    2 days ago
  •  ...Emory Healthcare in Johns Creek, GA is seeking a Patient Services Coordinator to support scheduling and patient communication across care teams. You will coordinate appointments, manage patient data, and assist with insurance and documentation to ensure a smooth patient... 

    Emory Healthcare

    Johns Creek, GA
    1 day ago
  •  ...consider joining our team.Bilingual Customer Service Team Member (English/Spanish) — Full-...  ...follow through, and make customers feel taken care of—every time.What You'll DoSupport...  ...help customers with their insurance and financial services needs, including Auto Insurance,... 
    For contractors
    Work at office
    Flexible hours
    Weekend work
    Afternoon shift

    Nikki Mccauley - State Farm Agent

    Roswell, GA
    7 hours ago
  •  ...Solutions LLC is part of StoneX Group Inc., a global financial services network that connects clients to markets across commodities, risk management, and physical...  .... Success in this role means customers feel well cared for and the desk's trades and records are accurate,... 
    Contract work
    Interim role
    Internship
    Work at office
    Remote work
    1 day per week

    StoneX Group

    Alpharetta, GA
    4 days ago
  •  ...Soleo Health is seeking a Full time, Therapy Care Specialist to support our specialty Infusion Pharmacy patients in Norcross, GA and surrounding...  ...across all layers of the patient care continuum while on service with Soleo Health. Responsibilities include: Act as single... 
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Soleo Health

    Peachtree Corners, GA
    3 days ago
  •  ...Home Care Association of America - - Responsibilities: Providing companionship and conversation; Assisting with personal care tasks such as bathing, grooming, dressing, bathroom needs, and feeding; Performing light housekeeping tasks such as laundry and linen changing... 

    Home Care Association of America

    Alpharetta, GA
    7 hours ago
  •  ...Therapy Care SpecialistSoleo Health is seeking a full time Therapy Care Specialist to support our specialty Infusion Pharmacy patients in the Norcross, GA and surrounding...  ...layers of the patient care continuum while on service with Soleo Health. Responsibilities include:... 
    Full time
    Work experience placement
    Local area
    Monday to Friday
    Weekend work

    Soleo Health

    Norcross, GA
    3 days ago
  •  ...interested in learning and growing their skills within the senior care industry. Our Companion Caregivers are not only reliable,...  ...members learn safe care techniquesQualificationsAbility to treat clients with dignity and respectAbility to interpret the client's provided... 
    Flexible hours
    Shift work

    Avanta Care

    Alpharetta, GA
    1 day ago
  •  ...Job Location: ALPHARETTA, GA 30009 Position Type: Full Time Position Summary: The carepartner will provide personalized care and services to residents, uphold the philosophy of assisted living, and promote the well‑being of the residents. Carepartners will provide... 
    16 hours
    Full time
    Local area
    Immediate start
    Shift work

    OAKS AT ALPHARETTA LLC

    Alpharetta, GA
    4 days ago
  •  ...dedicated Full-time Infusion Nurse to support patients receiving infusion therapy in Alpharetta, GA. You will provide primary patient care, manage schedules, and coordinate with the care team to ensure quality support. The role includes responsibilities such as... 
    Full time

    Soleo Health

    Alpharetta, GA
    2 days ago
  • $40k

     ...sales with confidence. Provide prompt, accurate, and friendly service, including handling policy changes, claims, and billing questions...  ...their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life... 
    Base plus commission
    For contractors
    Work at office

    Jon Jones - State Farm Agent

    Alpharetta, GA
    4 days ago
  • $60k - $80k

     ...contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.As an Account Representative for Celia Sandoval - State Farm Agent, you are vital to our daily business operations... 
    For contractors
    Work at office
    Monday to Friday

    Celia Sandoval - State Farm Agent

    Roswell, GA
    1 day ago
  •  ...North Atlanta Endocrinology & Diabetes is seeking an experienced Registered Dietitian (RD) and Certified Diabetes Care and Education Specialist (CDCES) to support our Bethlehem and Lawrenceville locations. In this role, you will empower individuals with chronic diseases... 

    North Atlanta Endocrinology and Diabetes

    Lawrenceville, GA
    a month ago
  •  ...Responsibilities: Completes office activities and functions to maintain efficiency and compliance with company policies. Oversees telephone services, email correspondence, and mail logging and distribution. Maintains office inventory through auditing and purchasing necessary... 
    Work at office
    Monday to Friday

    Northpoint Commercial Finance

    Alpharetta, GA
    2 days ago
  • $21.5 - $24 per hour

     ...Richard O. Samms & Associates LLC, we're committed to delivering exceptional legal services while nurturing a supportive and inclusive environment. As a Legal Assistant/Client Care Specialist, you'll play a vital role in ensuring clients receive the attention and care... 
    Hourly pay
    Work at office
    Remote work

    Richard O. Samms & Associates LLC

    Norcross, GA
    14 days ago
  •  ...Benefits: ~401(k) matching ~ Competitive salary ~ Flexible schedule ~ Free uniforms ~ Training & development ✨ Join Our Caring Team at Visiting Angels Alpharetta! ✨ Are you available for evening shifts between 4PM and 10PM? At Visiting Angels Alpharetta,... 
    Flexible hours
    Shift work
    Afternoon shift

    Visiting Angels - Alpharetta, GA

    Alpharetta, GA
    more than 2 months ago
  •  ...errands & light housekeeping. ✔️ Medication reminders & emotional connection. You’re a Perfect Fit If You: Compassionate, caring, and passionate about helping seniors and older adults Patient, empathetic, and loving Sweet yet assertive when needed Trustworthy... 
    Flexible hours
    Day shift

    Visiting Angels - Alpharetta, GA

    Alpharetta, GA
    14 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Client Care Specialist. Be the first to apply!