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107 client advisor jobs at 49 companies in Brookhaven, GA

4w
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Client Advisor
Norcross, Georgia, United States
$42k-$50k/yr OnsiteFull Time
770GoodLaw
770GoodLaw: A personal injury law firm providing client-centric legal representation and advocacy.
1+ YOE1–3 years client-facing or case management experience; exceptional written and verbal communication; highly organized; legal, insurance, or healthcare experience preferred; ability to manage high-volume caseloads across channels.
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1mo
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Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
MCM
MCM: Designs and sells luxury leather goods and fashion accessories.
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
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1mo
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Client Advisor
Atlanta or United States
RemoteFull Time
Compugen Systems, Inc.
Compugen Systems, Inc.: Provider of managed, professional, and field IT services.
3+ YOE3+ years IT sales experience, consultative selling and negotiation skills, CRM and Microsoft Office proficiency, strong communication and organizational skills, ability to work independently in a remote environment.
CRM, Microsoft Office Suite, Microsoft, Dell, VMware, HP, Cisco, Apple, AWS, Lenovo
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4w
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Work From Home - Client Benefits Advisor
Duluth, Georgia, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisor role working warm leads; requires strong communication, self-motivation, coachability, and competitive drive. No cold outreach; path to leadership.
Zoom
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1mo
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Commercial Lines Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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
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2w
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Associate Client Advisor
Atlanta, Georgia, United States
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; strong analytical, communication, and organizational skills; proficiency with Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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3mo
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Senior Private Client Advisor
Atlanta, Georgia, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years personal lines insurance for high-net-worth clients; P&C license; strong client service; ability to travel.
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1mo
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Client Service Advisor
Alpharetta, Georgia, United States
HybridFull Time
Digital Check Corp
Digital Check Corp: Manufacturer of check scanners and banking automation equipment.
High school diploma or equivalent; 2–3 years of customer service experience preferred; proficient in Microsoft Office; familiar with ERP/CRM systems; strong communication, multitasking, and attention to detail.
Microsoft Office 365, ERP systems, CRM platforms
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2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years in financial advisor role; Series 7 and Series 66; Life/Health/LTC licenses; client relationship experience; strong planning and advisory skills.
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2mo
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Client Advisor (Part-time), Armani Outlet
Dawsonville, Georgia, United States
$15/hr OnsitePart Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
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
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1mo
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Client Advisor - Atlanta (Atlanta, GA, US)
Atlanta, Georgia, United States
OnsiteFull Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
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
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1mo
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Temporary Client Advisor - Atlanta Phipps Plaza
Atlanta, Georgia, United States
OnsiteFull Time, Temporary
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOE3+ years luxury retail sales experience, proven track record exceeding sales targets, strong communication and organization, CRM proficiency, flexible availability for evenings/weekends/holidays.
CRM
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1w
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Client Relationship Analyst
Atlanta, Georgia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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1mo
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Private Wealth Client Associate
Atlanta or United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1w
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Client Service Coordinator (Atlanta, GA)
Atlanta, Georgia, United States
$23-$26/hr OnsiteFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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
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2w
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REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
Cresset
Cresset: Independent multi-family office and private investment firm.
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
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2mo
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Account Advisor
Atlanta, Georgia, United States
OnsiteFull Time
CINC
CINC: Lead generation and CRM software for real estate teams.
3+ YOE3–7+ years in account management or SaaS sales; proven ability to retain/grow client relationships; strong consultative skills; CRM experience.
Salesforce
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2mo
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Salesforce, Microsoft Office
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2w
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Financial Advisor
Peachtree Corners, Georgia, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, strong communication and entrepreneurial drive, legal authorization to work in the US required.
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2mo
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Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
Delta Community Credit Union
Delta Community Credit Union: Member-owned cooperative providing personal and business financial services.
5+ YOE5+ years in wealth management; CFP or advanced degree; CFP exam eligibility; AIF orable; FINRA SIE, Series 7/66; life/health/ LTC licenses; experience with high-net-worth clients.
eMoney
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