Current jobs related to Client Service Associate - Atlanta - Inkling Storm Design


  • Atlanta, Georgia, United States Project Redirect Full time

    Job Title: Client Services AssociateJob Summary:We are seeking a highly skilled Client Services Associate to join our team at Project Redirect. As a Client Services Associate, you will play a critical role in ensuring the efficiency and effectiveness of our workflow productivity while providing exceptional support to our clients and customers.Key...


  • Atlanta, United States Raymond James Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high-quality/high-touch critical...


  • Atlanta, United States Threadneedle group Full time

    Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...


  • Atlanta, Georgia, United States Ronald Blue & Co Full time

    {"title": "Client Service Associate", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our clients and team members.Key ResponsibilitiesAdministrative...


  • Atlanta, Georgia, United States Ronald Blue & Co Full time

    {"title": "Client Service Associate", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our clients and team members.Key ResponsibilitiesInitiate and...


  • Atlanta, Georgia, United States PrideStaff Full time

    Job OverviewPrideStaff is seeking a detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice. The ideal candidate will have strong organizational skills, excellent communication abilities, and a proactive approach to client service.Key Responsibilities:Manage phone calls and client...


  • Atlanta, Georgia, United States PrideStaff Full time

    Job DescriptionClient Services AssociateKey Responsibilities:Provide exceptional client service and support to financial advisors and clients.Manage daily tasks and alerts, ensuring timely completion and follow-up.Collect and process documentation for new client onboarding and billing.Communicate effectively with clients, advisors, and internal...


  • Atlanta, Georgia, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a highly motivated and detail-oriented Client Service Associate to join our growing team.This critical role provides high-quality administrative support to Financial Advisors, their clients, and branch staff members.The ideal candidate will possess...


  • Atlanta, Georgia, United States Fuller & Company Full time

    Job Title: Licensed Client Service AssociateFuller & Company is seeking a highly motivated and detail-oriented Licensed Client Service Associate to join our team. As a key member of our client service team, you will be responsible for delivering exceptional customer service, working closely with advisors and management to handle client onboarding, account...


  • Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.Job SummaryWe are seeking a highly skilled Sr Client Service Associate to join our High...


  • Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide personalized financial planning and investment management services to our clients. With over 100...


  • Atlanta, United States Ronald Blue & Co Full time

    Principal Accountabilities:1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to: Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and...


  • Atlanta, United States Ronald Blue & Co Full time

    Principal Accountabilities: 1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to: Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and...

  • Client Associate

    5 months ago


    Atlanta, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...


  • Atlanta, Georgia, United States Capital World Investors Full time

    Job Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital World Investors. As a Client Relationship Associate, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide...


  • Atlanta, Georgia, United States The Forge Companies Full time

    Job SummaryThe Financial Client Associate role at The Forge Companies is a dynamic position that requires a detail-oriented and organized individual to support a team of Financial Advisors in providing exceptional client service. As a key member of our team, you will work closely with clients to understand their financial needs and goals, and assist in...

  • Client Associate

    3 weeks ago


    Atlanta, United States UBS Full time

    Your role We're looking for a dedicated individual fulfil a dual role as a Client Service Associate and Office Administrator to: support the Market with administrative and branch technology related tasks assist with resolving client issues perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) assist...


  • Atlanta, United States The Forge Companies Full time

    Job SummaryThe role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate will also work directly with our clients as well as with internal and external...


  • Atlanta, United States The Forge Companies Full time

    Job SummaryThe role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate will also work directly with our clients as well as with internal and external...


  • Atlanta, Georgia, United States Fuller & Company Full time

    Job SummaryFuller & Company is seeking a highly motivated and experienced Client Service Associate to join our team. As a key member of our operations team, you will be responsible for delivering exceptional customer service, managing client relationships, and ensuring seamless account servicing and administration.Key Responsibilities:Work closely with...

Client Service Associate

2 months ago


Atlanta, United States Inkling Storm Design Full time
Inkling Storm Design Inkling Storm Design Atlanta, GA Atlanta, GA Full-time Full-time $21.
50 - $30.
25 an hour $21.
50 - $30.
25 an hour 1 day ago 1 day ago 1 day ago About us At Inkling Storm Design, we understand the significance of your special occasions.
Whether it's a wedding, engagement, or any other milestone event, we believe that every moment is unique and deserves to be cherished forever.
Our mission is to turn these fleeting moments into timeless memories that you can revisit and relive for years to come.
Job Title:
Client Service Associate Location:
Atlanta, GA We are hiring a Client Service Associate to join our photography team.
As a Client Service Associate, you will play a crucial role in ensuring customer satisfaction and loyalty.
Your primary responsibility will be to provide excellent service to our clients by addressing their concerns, answering their questions, and resolving any issues that may arise.
Responsibilities:
Serve as the main point of contact for clients, providing exceptional customer service and building strong relationships Manage and maintain client accounts, ensuring accurate and up-to-date information Collaborate with internal teams to coordinate and execute client projects Utilize Salesforce and other software applications to track client interactions and manage account activities Conduct market research and analysis to identify potential sales opportunities Assist with financial services tasks, such as processing payments and invoices Provide support in the development and implementation of client strategies Skills:
High school diploma or equivalent Excellent verbal and written communication skills, with a client-centric approach.
Strong organizational skills and the ability to prioritize tasks effectively in a fast-paced environment.
A passion for photography and an understanding of the industry will be advantageous.
Benefits:
- Competitive salary based on experience - Health insurance coverage - Paid time off and holidays - Professional development opportunities Job Type:
Full-time Pay:
$21.
50 - $30.
25 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
Day shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.