9 client services administrator jobs at 7 companies in LaGrange, GA
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Branch Office Administrator - Fayetteville, GA
Fayetteville, Georgia, United States
OnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account tasks, perform administrative and operational support for financial advisors; strong attention to detail, analytical thinking, adaptability, conversational skills, and digital tool literacy required.
McConnell Jones: Provides comprehensive accounting, auditing, and tax advisory services.
3+ YOEProvide client service, coordinate tax workflow and deadlines, manage tax communications and documentation, assemble and publish tax returns, and support partners and staff.
Microsoft Word, Adobe, Tax Software, Microsoft Outlook
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
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.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years clerical/related experience, willing to obtain licenses, proficient in Microsoft Excel/Word/PowerPoint/Outlook, strong communication and administrative skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2+ YOE2+ years clerical/related experience, high school diploma or equivalent, administrative and industry knowledge, strong communication, time management, and critical thinking; willing to obtain licenses.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachable, self-disciplined individuals with a growth mindset; ability to set appointments, research client information, meet with clients virtually or in-person, and complete administrative follow-up.
Edward Jones: Financial services firm providing wealth management and investment advice.
Client service and administrative support skills, analytical thinking, attention to detail, familiarity with MoneyGuide, Salesforce, and Microsoft Office, strong communication and adaptability.
AccordCare: Providing in-home personal care and medical services for seniors.
Provide personal care in clients' homes including hygiene, dressing, bathing, vitals, medication administration, and light housekeeping. PCA/CNA credentials may be required.
Vetcor: Operates a vast network of community-oriented veterinary hospitals.
Preferred 2 years veterinary experience; licensed veterinary technician credentials and VTNE a plus; skills in venipuncture, IV placement, surgical prep, medication administration, recordkeeping, and client communication.