Current jobs related to Client Services Associate - Atlanta - PrideStaff

  • Client Services Associate

    4 days ago

    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...

  • Client Service Associate

    3 weeks ago

    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...

  • Client Service Associate

    3 weeks ago

    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...

  • Client Service Associate

    3 weeks ago

    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...

  • Client Service Associate

    2 weeks ago

    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...

  • Client Services Associate

    2 weeks ago

    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...

  • Client Services Associate

    4 weeks ago

    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...

  • Client Service Associate

    3 weeks ago

    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...

  • Licensed Client Service Associate

    1 month ago

    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...

  • Senior Client Service Associate

    4 weeks ago

    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...

  • Senior Client Service Associate

    2 weeks ago

    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...

  • Client Service Associate

    1 month ago

    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 Service Associate

    1 month ago

    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...

  • Client Relationship Associate

    1 month ago

    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...

  • Financial Client Associate

    4 weeks ago

    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

    2 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...

  • Financial Client Associate

    3 months ago

    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...

  • Financial Client Associate

    1 month ago

    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...

  • Licensed Wealth Client Service Associate

    1 week ago

    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 Services Associate

2 months ago

Atlanta, United States PrideStaff Full time

Client Services AssociateHours: M-F, 8 am - 5 pmPay Rate: $20-29 / hr (depending on experience) Location: Atlanta, GA - 30342PrideStaff, a nationally recognized staffing company, is looking for a Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs / Buckhead area. Day-to-day duties entail a wide variety of responsibilities and skills, including administrative, client service, and advisor support. The ideal candidate is detail oriented with proven organizational skills, able to self-manage time efficiently, and prioritize tasks; can embrace technology and the efficiencies it allows and a driven self-learner who is always looking to improve processes. Responsibilities:Receive and route phone calls to appropriate parties or take messages.Deliver exceptional client service and serve as a liaison between advisor and clients.Proactive follow-up with clients to confirm account updates, paperwork, and check receipts.Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.Review daily tasks and alerts and process accordingly.Follow up with clients as necessary to make sure all paperwork is received.Document all communication & interactions with clients in CRM in a timely manner.Handle miscellaneous administrative and operational activities (e.g. print, scan, fax documents; filing; mailing).Provide support on special projects, as needed.Qualifications:2-4 years in client service preferred.Higher education required.Personable, responsive, engaging. Adept at self-management and problem solving.Excellent written and verbal communication skillsStrong computer skills; high degree of proficiency with Word, Excel, Outlook. CRM software a plus.Organized multi-tasking with ability to work with frequent interruptions is a must.Benefits of working with PrideStaff:Medical, Rx, and Wellness BenefitsDental and Vision Plan OptionsShort-term Disability401(k) Retirement PlanHoliday PayCompensation / Pay Rate (Up to): $20.00 - $29.00 Per Hour