Wealth Client Services Specialist
Fayette Chamber of Commerce
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. The ideal candidate will possess strong organizational skills, excellent communication, and banking knowledge. The position offers a comprehensive benefits package, including medical, dental, and a 401(k) plan, alongside vacation and sick days. #J-18808-Ljbffr
- ...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...SuggestedLocal area
- Smith + Howard in Atlanta is seeking a Client Services Specialist on our Wealth Management team to deliver exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and...Suggested
- ...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,...SuggestedWork at office
$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...SuggestedFull timeWork at office- 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...SuggestedWork at office
- 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
- ...)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
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal, written...Permanent employmentTemporary workWork at officeFlexible hours
- ...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
- ...Client Services Specialist Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen?... ...companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with...Full timeWork at officeLocal area
- ...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...
- ...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...
$10k
...our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit...Full timeFlexible hours- Savant Wealth Management is seeking a Client Services Associate in Atlanta to help deliver a seamless client experience from account opening to ongoing service. The role partners with Advisors and external professionals in a fast-paced, relationship-driven environment....
$23 - $35.9 per hour
...Client Service Specialist Employee Benefits Hybrid (Flexible) | Local to Greenville, South Carolina At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies...Hourly payWork at officeLocal areaFlexible hours- ...Client Services Specialist Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing...
- ...Description Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing and in-depth training...Temporary work
- ...experience required 4+ years of corporate and/or professional services experience, in healthcare, legal, professional services,... ...for you and your family.WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and...ApprenticeshipWork experience placement
- Location: Buckhead, GA JOB SUMMARY The Commercial Client Specialist is responsible for leading the onboarding of complex commercial deposit... .... ESSENTIAL DUTIES AND RESPONSIBILITIES Commercial Client Servicing / Onboarding Lead onboarding process for complex commercial...Work at office
- ...strong customer relationships by providing time efficient, friendly service. Identify correct price of merchandise & ring transactions... ...all customers promptly to ensure a positive experience. Use client's last name frequently. Answer customers' questions &...Full timeImmediate startFlexible hoursAfternoon shiftWeekday work
- 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...
- ...The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual... ...experience preferred (specifically within Wealth Management a plus). Working...Temporary workWork at officeRemote work
- ...Title Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...problem areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of...Work at officeShift work
$40k
...Family Lawyers, we understand that the first client interaction is pivotal, setting the tone... ...entire journey. As a Client Engagement Specialist, you'll be at the heart of this process,... ..., helping them understand the firm's services and how we can best support them. Your...Work at officeFlexible hours- Truist is seeking a senior Wholesale Payments Dedicated Specialist to deliver best-in-class client service for a portfolio of high-value clients. The role requires coordination with internal partners, deep knowledge of treasury and deposit services, and the ability to...
$130k - $160k
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS)... ...emphasis on private markets Identify areas for operational and service efficiencies Oversee and manage the production of fund...Temporary workLocal areaFlexible hours$20 - $22 per hour
A leading digital marketplace for waste and recycling is seeking a Client Services Associate to support customer inquiries. This role requires excellent communication skills, strong problem-solving abilities, and proficiency in Microsoft Office. The ideal candidate will...Remote jobHourly payWork at office- ...Protection, and Risk Mitigation strategies to clients wherever their passions and businesses... ...and risk management.The Client Success Specialist independently manages and coordinates... ...internal colleagues. You will navigate complex service situations, coordinating across Client...Work at office
$75k
Stable Kernel is a technology services firm and custom software developer building scalable software solutions for cutting‑edge... ...work of their lives. About the Role: As a Stable Kernel Client Experience Specialist, your primary goals are to build client loyalty,...Full timeTemporary workWork at officeVisa sponsorshipWork visaFlexible hours$50k - $70k
A client coordination services company is seeking a Remote Client & Booking Coordinator to assist clients with booking and scheduling needs. The ideal candidate is detail-oriented, customer-focused, and able to work independently in a remote environment. Responsibilities...Remote job
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