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
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.
1w
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Client Advisor
Atlanta, Georgia, United States
$22-$30/hr OnsiteFull Time
Previous retail or customer-focused experience preferred, strong sales and commercial mindset, product knowledge, excellent communication, clienteling and relationship-building skills.
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
3w
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Associate Client Advisor
Atlanta, Georgia, United States
HybridFull Time
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
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.
1d
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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
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.
1mo
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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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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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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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Client Service Coordinator (Atlanta, GA)
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
1d
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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
2mo
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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
3w
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Financial Advisor
Atlanta, Georgia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial mindset, client-building experience, obtain life/accident & health and securities licenses (SIE, Series 6,7,63); strong communication and time-management.
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
1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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