163 client services specialist jobs at 87 companies in Georgia
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Client Services Specialist
Atlanta, Georgia, United States
OnsiteFull Time
Smith + Howard Wealth Management: A nationwide tax, accounting, advisory and wealth management firm offering professional growth and client-focused services.
1+ YOE1+ year finance services experience preferred; strong custodial and operational knowledge; CRM and reporting platform experience; proficiency with Microsoft Office and Excel; strong organization and client-service skills.
Microsoft Teams, Wealthbox, Addepar, Microsoft Office, Microsoft Excel, CRM
Pikesville or Arizona or Florida or Georgia or Indiana or Iowa or Kentucky or Louisiana or Maryland or Michigan or Minnesota or Missouri or Montana or Nebraska or Nevada or New Mexico or North Carolina or North Dakota or Ohio or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah
$45k-$50k/yrRemoteFull Time
Lumelight: Private U.S. benefits administration, compliance, claims, and analytics provider serving employers, brokers, TPAs, and health plans.
2+ YOECollege degree or 2–4 years client-facing experience, with at least 2 years overall experience. Requires Microsoft Office and Excel proficiency, communication, organization, problem-solving, and client service skills.
Microsoft Office, Microsoft Excel, Microsoft Windows, CRM, HRIS, ERP
IOU Financial: Private technology-enabled lender providing small businesses with fast, transparent growth capital through broker partners.
1+ YOE1-3 years financial services/customer service experience, excellent oral and written communication, self-starter, detail-oriented, strong time management, ability to work independently and cross-functionally.
GME Supply: North America's premier outfitter of fall protection, safety equipment, and gear for at-height workers.
Requires technology fluency, excellent written and oral communication, strong organization, autonomous decision-making, problem resolution, teamwork, and continuous customer-facing engagement.
Golden Reserve: Golden Reserve is a retirement-planning firm helping retirees manage investments, insurance, taxes, and estate-planning risks.
2+ YOERequires 2+ years of financial services experience, expertise managing life insurance and annuity applications, reliable office commuting, accountability, ownership, problem-solving, and availability for occasional evening workshops.
The Recovery Village Atlanta: Physician-led private rehabilitation center treating adults with substance-use disorders and-occurring mental-health conditions in metropolitan Atlanta.
High school diploma, approved practical nursing program, unrestricted Georgia LPN license, CPR and Standard First Aid certification; one year of clinical LPN experience preferred.
SMA Healthcare: Nonprofit behavioral healthcare provider serving Floridians with mental health, substance use, primary care, crisis, and residential services.
2+ YOEHigh school diploma or GED plus 2 years of related clerical, customer service, or secretarial experience; requires Florida driver's license, background screening, communication, confidentiality, and crisis-call skills.
QTS Data Centers: Provides data center, colocation, and cloud infrastructure solutions.
3+ YOEBachelor's degree or equivalent experience and 3+ years in customer-facing, operational, project management, or client services work; strong communication, analytical, organizational, and problem-solving skills required.
Salesforce, Tableau, Icertis, Workday, YayPay, ServiceNow, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Visio, Microsoft Project
First Horizon BankNYSE: FHN: Tennessee commercial bank serving consumers, businesses, institutions, and wealth-management clients across the southern United States.
3+ YOEHigh school diploma or GED, 3–5 years of client specialist experience, 5+ years of banking customer service experience, and proficiency with Microsoft Office Suite.
ICE Data ServicesNYSE: ICE: Financial market-data and analytics provider serving financial institutions, asset managers, traders, and other market participants.
3+ YOEBachelor's degree, client-facing experience, strong troubleshooting and communication skills, understanding of networks and core computing concepts; Unix and scripting experience desirable.
ICE Data ServicesNYSE: ICE: Financial market-data and analytics provider serving financial institutions, asset managers, traders, and other market participants.
3+ YOEBachelor's degree, 3+ years client-facing experience desirable, strong troubleshooting and communication skills, understanding of networks and core computing concepts, Unix/Unix scripting experience preferred.
Focus Partners Wealth: SEC-registered investment adviser providing fiduciary wealth management and financial planning to individuals, families, businesses, institutions, and nonprofits.
3+ YOERequires 3+ years in the RIA industry with custodian and client-facing service experience, knowledge of back-office processes, CRM proficiency, strong problem-solving, organization, communication, and teamwork skills.
Microsoft Teams, Salesforce, Charles Schwab, Fidelity, CRM
Akerman: Private U.S. full-service law firm providing legal advice to companies, entrepreneurs, and individuals.
4+ YOEBachelor's degree, 4+ years business development or marketing experience (AmLaw, financial or professional services preferred), strong attention to detail, client service, and MS Office/Adobe proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yrOnsiteFull Time
McDermott Will & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hrRemoteFull Time
Roo: U.S. veterinary staffing marketplace connecting veterinarians and technicians with animal hospitals for relief and hiring work.
2+ YOERequires 2+ years of client or customer support experience, strong communication and organizational skills, accuracy, flexibility, process improvement ability, and familiarity with customer support software.
Alston & Bird LLP: International law firm providing litigation, corporate, intellectual-property, tax, and public-policy services to domestic and international clients.
5+ YOEHigh school diploma and 5+ years of commercial collections, accounts receivable, billing, or related client account experience required; law firm or professional services experience preferred.
Crane Worldwide Logistics: Global provider of logistics and supply chain solutions.
2+ YOEHigh school diploma/GED, 2+ years client service experience, strong client service and problem-solving skills, freight forwarding knowledge and documentation skills.
Tampa or Arizona or Florida or Georgia or Illinois or Indiana or Kansas or Kentucky or New Jersey or New York or Ohio or Oklahoma or South Carolina or Tennessee or Texas
$23-$26/hrOnsiteFull Time
Leading Edge Administrators: Independent TPA providing self-funded health-benefit administration and FlexCard solutions to plan sponsors nationwide.
2+ YOEBilingual English/Spanish customer service specialist with 2+ years call center or healthcare escalation experience, CRM and Microsoft Office skills, strong communication and problem-solving.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Ministry Brands: SaaS and payments platform provider serving churches, parishes, nonprofits, and other faith-based organizations.
0.25+ YOERequires 3+ months of customer service or support experience, high school diploma or equivalent, communication and organization skills, ticketing software proficiency, and Microsoft Office 365 experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint, SaaS, Nectar