2w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3+ years client service experience in financial services preferred; BA/BS degree; Series 7 & 66 strongly preferred or willing to obtain; strong client service, communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Concur
4d
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Registered Client Associate
Roswell, Georgia, United States
OnsiteFull Time
1+ YOE1+ year brokerage/client service experience; Series 7 and 63 completed or equivalent; ability to obtain/maintain FINRA registration; strong customer service, prioritization, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
High school diploma/GED required; client-centric, self-motivated, detail oriented; ability to learn new platforms; experience with complex account openings, wires, journals, and client service preferred; SIE/Series licenses desirable.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses preferred, ~5 years client service experience in finance ideal, bachelor\u0002s degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
2w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
1mo
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
High school diploma required; Series 7 and Series 66 (or Series 63 and Series 65) required; 2+ years industry experience preferred; advanced Microsoft Office, knowledge of financial products, strong client service and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
6d
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Client Experience Associate
Woodstock, Georgia, United States
OnsiteFull Time
Provide branch customer service, process transactions, identify sales opportunities, apply product knowledge, detect fraud, and manage multiple priorities; typically <1 year experience; no college degree required.
3w
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J.P. Morgan Advisors – Client Associate - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 & 66 required upon hire or obtained within 180 days; strong communication, self-starter, client-facing and regulatory compliance skills.
Microsoft Word, PowerPoint, Microsoft Excel
1w
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Senior Associate, Client Solutions- Network Solutions
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yr RemoteFull Time
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Jira, Monday.com, Ziflow
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
1mo
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Associate Client Advocate
Alpharetta, Georgia, United States
OnsiteFull Time
1+ YOE1+ years experience in customer success/renewals/account management or finance ops; strong communication, negotiation, attention to detail, comfort with AI/automation and tech platforms.
Salesforce
1mo
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Client Service Coordinator
Flowery Branch, Georgia, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow, maximizing veterinary team productivity, communicating with clients and associates, and coordinating patient care in a veterinary hospital setting.
Workday
4d
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Associate Client Success Manager
Atlanta, Georgia, United States
HybridFull Time
3+ YOE3+ years client-facing B2B SaaS experience in customer success, implementation, or professional services; ability to drive adoption, realize value, mitigate risk, and coordinate cross-functional teams; strong communication and data-driven decision skills.
Salesforce, Gainsight, Totango
4d
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Client Experience Associate - C13 - ATLANTA
Atlanta, Georgia, United States
$107k-$161k/yr OnsiteFull Time
6+ YOE6+ years experience in wealth management or financial services preferred. FINRA SIE, Series 7 and Series 66 (or 63 & 65) required/obtainable within 150 days. Bachelor's degree or equivalent experience. Strong communication and relationship skills.
Microsoft 365, InView
1w
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Associate, Client Operations | Affiliate Marketing
Atlanta, Georgia, United States
$50k-$63k/yr HybridFull Time
Bachelor's degree or equivalent experience; strong Excel and analytical skills; excellent communication; ability to multitask and collaborate; hybrid work three days in office.
Microsoft Excel
2mo
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
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
1mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOE5+ years financial services experience with ultra-high net worth clients; bachelor’s degree or equivalent preferred; strong communication, attention to detail, and ability to manage confidential client relationships.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Manager Associate, Select Market (South)
North Carolina or South Carolina or Atlanta
$38k-$62k/yr HybridFull Time
3+ YOE3+ years industry experience (sales preferred), BA/BS preferred or equivalent experience, strong consultative sales and negotiation skills, group insurance knowledge, Microsoft Office and Salesforce proficiency, analytical aptitude, excellent communication.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Salesforce, CPS, Panorama, CRM
1w
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Work From Home - Client Services Associate
Sandy Springs, Georgia, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work readiness.
Zoom