92 client advisor jobs at 40 companies in Barnesville, GA
1w
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Client Advisor
Urbandale or Sunrise or Houston or Dallas or Atlanta
HybridFull Time
5+ YOEBachelor’s degree, insurance industry experience, and 5+ years managing client relationships, preferably in transportation or commercial insurance. Requires project management, communication, analytical, and stakeholder skills.
2mo
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Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; strong sales and customer-service skills; POS, Microsoft Word and Excel proficiency; excellent communication; ability to manage inventory, visual merchandising, and client follow-up.
Microsoft Word, Microsoft Excel, retail point of sale system, email
5d
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Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
1mo
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MCQUEEN Client Advisor, Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
Proven retail or customer-service experience, strong selling and communication skills, client-centric approach, ability to use CRM and digital tools, mobility on shopfloor, and passion for luxury fashion.
CRM
2mo
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Commercial Lines Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3+ years client-facing or business development experience required; insurance experience preferred. Property and casualty license preferred or ability to obtain. Experience with CRM, AI, and analytics; strong communication and consultative sales skills.
CRM, AI, predictive analytics, analytics platforms, sales enablement tools
1mo
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MCQUEEN Client Advisor, Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
Proven retail or customer-service experience, strong selling and communication skills, CRM and digital tools usage, luxury product knowledge, ability to be mobile for long periods, lift 10 lbs and climb a ladder.
CRM
3w
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Client Advisor, Part-Time, BYREDO (Phipps Plaza)
Atlanta, Georgia, United States
$20-$22/hr OnsitePart Time
2+ YOE2+ years luxury retail or beauty sales experience; ability to build client relationships, meet sales KPIs, flexible schedule including weekends/holidays, able to lift inventory, strong communication.
9h
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Work From Home - Client Benefits Advisor
Stockbridge, Georgia, United States
RemoteFull Time
Seeking competitive self-starters who take ownership of income and growth, guide interested clients, and are willing to be coached. Compensation is performance-based without guaranteed hourly pay.
Zoom
2mo
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Client Advisor - Atlanta (Atlanta, GA, US)
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3+ years luxury retail sales; experience in women’s and men’s RTW; strong communication; CRM proficiency; ability to meet sales targets and mentor colleagues.
CRM
1mo
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Client Relationship Analyst
Atlanta, Georgia, United States
OnsiteFull Time
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; knowledge of financial products, strong Microsoft Office skills, attention to detail, and client communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors including account onboarding, wire transfers, journal entries, householding, and client advocacy; strong client focus and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, WebEx Softphone
1mo
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Client Service Coordinator
Atlanta, Georgia, United States
$23-$26/hr OnsiteFull Time
Provide administrative and client service support to wealth advisors; strong communication, attention to detail, MS Office and CRM skills; prior office/customer-service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
2mo
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Private Wealth Client Associate
Atlanta or United States
OnsiteFull Time
Client service support for Financial Advisors; account onboarding, wire transfers, journal entries, bannering tasks; strong client focus, attention to detail, ability to learn technology platforms, proficiency with Microsoft Office and Salesforce. High school diploma required; FINRA exams preferred.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Brokerage Registered Client Service Associate
Warner Robins, Georgia, United States
OnsiteFull Time
Support financial advisors and clients with account servicing, trade processing, paperwork submission, authentication, and administrative tasks; FINRA licensing required or obtainable; strong communication and computer skills.
Microsoft Office, SalesForce
1mo
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REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
2w
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Financial Advisor
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree, Series 65 and Life & Health Insurance licenses, client-facing financial services experience, analytical and organizational skills, and ability to travel for client meetings.
contact management system
3mo
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Account Advisor
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3–7+ years in account management or SaaS sales; proven ability to retain/grow client relationships; strong consultative skills; CRM experience.
Salesforce
1w
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Financial Advisor
Macon, Georgia, United States
OnsiteFull Time
10+ YOECollege degree preferred in finance or business; 10+ years in banking or financial services. Requires loan, regulatory, analytical, communication, client service, and leadership skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Financial Advisor
Atlanta, Georgia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
2w
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Wealth Advisor
Birmingham or Atlanta or Nashville or Mobile
$80k-$90k/yr OnsiteFull Time
4+ YOESeries 65 license or ability to obtain within 90 days; CFP, CPA, or EA credential; 4–5 years of client-facing experience; relationship management, attention to detail, and follow-through.
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