112 client advisor jobs at 44 companies in Gainesville, GA
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
1d
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Client Advisor
Atlanta, Georgia, United States
$22-$30/hr OnsiteFull Time
Previous retail or customer-centric experience preferred; strong sales mindset, product knowledge, interpersonal skills, and willingness to learn; ability to use in-house clienteling tools.
1w
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Client Advisor
Atlanta, Georgia, United States
$22-$30/hr OnsiteFull Time
Previous retail or customer-centric experience preferred; strong sales mindset, interpersonal and communication skills; ability to use clienteling tools and achieve sales targets.
3w
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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
1mo
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Work From Home - Client Benefits Advisor
Duluth, Georgia, United States
RemoteFull Time
Remote client-facing advisor role working warm leads; requires strong communication, self-motivation, coachability, and competitive drive. No cold outreach; path to leadership.
Zoom
1mo
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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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Associate 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 Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
3w
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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
2mo
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Client Service Advisor
Alpharetta, Georgia, United States
HybridFull Time
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
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
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.
2d
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
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
1w
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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.
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
2mo
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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
3w
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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
2d
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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
1mo
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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
2d
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Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors; use CRM and Excel; process transactions, open accounts, prepare reports; strong communication and organizational skills; HS diploma required, securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
3w
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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
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