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
- ...NewEdge Wealth LLC. in Atlanta, GA is hiring a Client Service Associate responsible for enhancing client experience through service, marketing, and operational support. The role involves direct interaction with clients and prospective clients to meet their needs and resolve...SuggestedWork at office
- 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...SuggestedFull time
- ...Focus Partners in Atlanta, Georgia, is seeking a Client Service Specialist responsible for providing exceptional service to advisory teams and clients. The role requires 3+ years of experience in the RIA industry, proficiency in Salesforce, and strong problem-solving skills...SuggestedWork at officeRemote work
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to... .... The role emphasizes integrity, client-centric service, and the education of clients on digital tools to monitor...Suggested
- 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...SuggestedWork at office
$56k - $66k
...Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented...Work at officeLocal areaRemote work2 days per week$56k - $66k
...Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering...Work at officeLocal areaRemote work2 days per week- 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
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive...Full timeFlexible hours
- A wealth management firm in Atlanta seeks a Client Services Associate to support clients and advisors in day-to-day operations. Responsibilities include managing client requests, scheduling meetings, and utilizing Salesforce for client interaction and documentation. The...Full timeImmediate startMonday to Friday
- ...Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience...
- ...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
- ...reach and extensive capabilities to provide personalized service wherever our clients’ needs take us. As one of the world\'s leading law firms,... ...innovation, and professional growth. Job Title Client Service Specialist Location Atlanta Regular/Temporary Regular Summary We...Temporary workWork at officeLocal areaFlexible hoursShift work
$22 - $29 per hour
...Job Description Sr. Client Services Representative - This person supports Financial Professionals (Registered Representatives) with... ...resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer...Full timeWork at officeFlexible 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...Hourly payWork at officeRemote work- ...Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. CLIENT SERVICES SPECIALIST/FRONT DESK - ATLANTA Atlanta, GA, US 30+ days ago Requisition ID: 1050 Tootsies is currently seeking a Front Desk...Full timeImmediate startFlexible hoursAfternoon shiftWeekday 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
- ...provider, you will support advanced medical treatments for pets. Responsibilities include client check-ins, managing records, and payment processing. Excellent communication and client service skills are crucial. The role offers strong career growth, comprehensive health...
- ...Wealth Sales & Service Consultant The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors, managing a portfolio of high... ...assigned team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors,...Full timePart timeWork at officeLocal 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...
- ...voucher forms and process broker commission payments. Support sales team members in the implementation of business strategies. Perform client property tours, resolve client issues, and reply to client pricing inquiries. Assist in the strategy and creation of marketing for...Work at officeLocal areaVisa sponsorship
- ...in Atlanta to assist in various aspects of loan processes and client relations. The role requires strong communication skills and a... ...documentation, and interact with clients on banking products and services. The ideal candidate should have 2-4 years of experience in a related...
- ...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
- 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
- First Horizon Bank is seeking a Client Specialist to provide commercial lending support and assist clients with various banking services in Atlanta, Georgia. This role requires excellent customer service skills and substantial experience within the banking industry. The...
$50k - $55k
...Looking for more than just another customer service job? If you enjoy building relationships, coaching others, solving problems... ..., and given opportunities to grow. We’re looking for a Client Success Specialist who thrives on helping clients become confident, successful...Work at officeRemote workWork from home2 days per week- ...Client Service Specialist Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful...Work at officeLocal areaRemote workNight shift
- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment...Casual workInternshipWork at officeFlexible hours
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