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
- ...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
- ...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...SuggestedWork at office
- ...sensitive portfolio of affluent clients. Provide client support to... ...coordinate with other members of the Wealth team (Advisors, Planners, etc... ...high level of service to our Wealth Clients. Essential... ...role as a Fiduciary Support Specialist, trust experience, investment...SuggestedFull timePart timeShift workNight shiftDay 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,...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
$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...SuggestedFull timeFlexible hours- ...Commercial Banking Client Specialist Location: Onsite at the location listed in the job posting... ...Answers client inquiries on bank products, services, accounts and policies; opens new... ...private banking, consumer, small business, wealth and trust management, retail brokerage,...Work at office
- ...Trust As a global leader in innovative wealth management, asset servicing, asset management and banking... ...call partners, and to provide to our clients and the communities we serve worldwide... ...matters, including serving as Fiduciary Specialist background on fiduciary accounts not...Work experience placementH1bWorldwide
- ...Medium is seeking a dedicated Client Services Coordinator to assist clients with planning, booking coordination, and customer care. This remote position is well-suited for individuals who communicate effectively, are detail-oriented, and enjoy helping others. The role...Remote workFlexible 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 work- ...data entry, and inventory for commercial consignors and fleet clients. You will maintain accurate records and ensure timely communication... ..., tracking inventories, preparing sale lists, and supporting cross-functional teams to deliver seamless service. #J-18808-Ljbffr...
- ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
$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...Hourly payWork at officeRemote work- ...Sr. Client Service Specialist - Weekend Night Shift Job Category: Client Services Full-Time Atlanta, GA 30354, USA Job Details Description Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints...Full timeWork at officeNight shiftWeekend work
- ...Client Services Specialist Department: Client Services Employment Type: Full Time Location: Atlanta, Georgia 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...Full timeTemporary work
$90k - $110k
...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$120k
...At BDR, our goal is simple: empower our clients with our industry experience and information... ...00 yearly Full-time Community Relations Specialist.At Pavlov Media, we're on a mission to... ...more Full-time Quick Apply Our Client Services Specialists are.This is not the typical...Hourly payFull timePart timeRemote workWork from home$59k - $75.05k
...Client Service Specialist (CSS) The Client Service Specialist (CSS) directly supports healthcare payers, leading meetings and coordinating with stakeholders to deliver operational goals. This role requires strong project management and technical skills to implement...Full timeWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours$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- ...Tootsies is seeking a dedicated retail associate to build strong customer relationships by providing efficient and friendly service. The role requires retail experience and a self-motivated attitude, with a focus on excellent organizational and communication skills. Responsibilities...
- ...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...Temporary work
- ...Job Description Job Description Tootsies is seeking a dedicated Client Services Specialist to join our team, working full-time (40 hours per week) on weekdays and Saturdays, with additional availability required for special events. In this role, you will play a key...Full timeFlexible hoursAfternoon shiftWeekday work
- ...Remote Customer Service Representative Location: Remote Schedule: Flexible | Work From Home About The Role We are seeking a professional, detail-oriented, and client-focused Remote Customer Service Representative to join our growing team. In this role, you will...Remote workWork from homeFlexible hours
- ...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
$19 per hour
...sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our... ...Job Description Position Summary: Client Relationship Specialist is responsible for facilitating the day-to-day communication...Full timeContract workPart timeWork at officeMonday to Friday$64k - $70k
...Advice & Wealth Management Extended Hours Client Representative At Vanguard, we have a client-first mentality that we live and breathe every day through... ...: Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management...Local areaRemote workWork from homeAll shiftsMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Aspire Talent Agency is looking for a Remote Client Services Associate to provide exceptional customer support in the travel industry. The ideal candidate enjoys helping others and is skilled in communication, ensuring positive client experiences in a remote setting. The...Remote workFlexible hours
$50k
...and work with local partner organizations to connect our clients with voluntary social services and community-based programs. We call this model... ...on the ground. Job Purpose: The Client Support Specialist is responsible for following up with long-term clients...Full timeLocal areaWork from homeRelocationFlexible hours$19 - $24 per hour
...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This... ...information and support regarding products, services, and processes. Troubleshoot client issues...Full timeLocal areaFlexible hours$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...Full timeWork at office$30k - $75k
...Client Support Specialist (Remote) Atlanta, Georgia, United States $ 30,000.00 - 75,000.00 (US Dollar) Or refer someone Overview... ...travel. This position focuses on delivering a high level of service while guiding clients through the planning process, including...Remote workFlexible hours
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