106 client advisor jobs at 40 companies in Griffin, GA
2w
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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
1w
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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
4d
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Asset Management - Client Advisor - RIA Channel - Southeast
Atlanta or Charlotte or Research Triangle Park
FieldFull Time
Bachelor’s degree, Series 7 and 63 securities licenses, client relationship management experience, strong communication and presentation skills, collaborative ability, and willingness to travel weekly.
1mo
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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
1d
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Temporary Client Advisor - Atlanta Phipps Plaza
Atlanta, Georgia, United States
OnsiteFull Time, Temporary
3+ YOEOver three years of luxury fashion retail sales experience, proven target achievement, strong communication, organization, multitasking, collaboration, adaptability, and flexible schedule availability.
CRM
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
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
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
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
1w
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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
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
3w
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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.
5d
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Selling Advisor - Lingerie
Atlanta, Georgia, United States
$10-$17/hr OnsiteFull Time
Requires an accomplished sales track record, client-focused service, fashion passion and knowledge, product knowledge, confidence, goal orientation, and ability to develop client relationships.
3mo
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Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
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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