127 client advisor jobs at 45 companies in Braselton, 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
4d
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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
1mo
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Client Advisor (Sales) - Athens BMW
Athens, Georgia, United States
OnsiteFull Time
Familiarity with CRM software, ability to manage full sales process, pass drug screen and background check, acceptable motor vehicle record; sales experience and prior training are a plus.
Client Relationship Management (CRM) software
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.
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, active Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP and bachelor's degree preferred.
digital technology
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
3mo
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Client Advisor (Part-time), Armani Outlet
Dawsonville, Georgia, United States
$15/hr OnsitePart Time
Preferred retail experience, high school diploma/GED preferred, strong communication and teamwork, CRM/WeChat proficiency preferred, flexible availability including nights, weekends and holidays.
CRM, WeChat
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
2w
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Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Provide client service support to financial advisors, deliver accurate client materials, learn investment products and platforms, and maintain client relationships; SIE/Series credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
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
1w
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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
6d
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
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
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.
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