11 client services administrator jobs at 7 companies in West Point, GA
3w
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Tax Administrator ~ 6 month Temporary
Columbus, Georgia, United States
OnsiteFull Time
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
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
1w
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Client Service Associate - NR
Columbus, Georgia, United States
OnsiteFull Time
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
1w
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Client Service Associate - NR
Columbus, Georgia, United States
OnsiteFull Time
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
5d
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Client Relationship Associate, Family Office
Columbus, Georgia, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent and one year of job-related or administrative support experience. Requires client service, communication, organization, reporting, documentation, and confidentiality skills.
2w
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Non-Reg On-Caller
Carrollton, Georgia, United States
$22/hr OnsitePart Time
Provides client service, account administration, operational support, scheduling, marketing assistance, and financial-services support while learning firm technology and processes.
MoneyGuide, Salesforce, Microsoft Office
5d
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Non-Reg On-Caller
LaGrange, Georgia, United States
OnsitePart Time
Provides client service, account management, administrative support, and marketing assistance; requires computer literacy, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
4d
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Non-Reg On-Caller - Lagrange, GA
LaGrange, Georgia, United States
OnsitePart Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support; requires analytical thinking, attention to detail, adaptability, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
3w
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Sales Consultant – Insurance Services
Columbus, Georgia, United States
RemoteMultiple Commitments Available
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.
2w
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Non-Reg On-Caller - Carrollton, GA
Carrollton, Georgia, United States
OnsitePart Time
Client service and administrative support skills, analytical thinking, attention to detail, familiarity with MoneyGuide, Salesforce, and Microsoft Office, strong communication and adaptability.
MoneyGuide, Salesforce, Microsoft Office
2w
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Personal Care Assistant (PCA) in Columbus, GA
Columbus, Georgia, United States
$13/hr FieldPart Time
Provide personal care in clients' homes including hygiene, dressing, bathing, vitals, medication administration, and light housekeeping. PCA/CNA credentials may be required.