Current jobs related to Prospective Client Advisor - Alpharetta - Greenix

  • Client Service Associate

    4 weeks ago

    Alpharetta, United States Advisor Employee Services Full time

    Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Perform operational and administrative...

  • Client Service Representative

    1 month ago

    Alpharetta, United States Advisor Employee Services Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Advisor Employee Services. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients and ensuring their needs are met with accuracy and efficiency.Key ResponsibilitiesPerform operational or...

  • Lincoln Client Advisor

    4 days ago

    Alpharetta, United States Angela Krause Lincoln Full time

    Job DescriptionAt Angela Krause Lincoln, we are seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will play a vital role in providing an exceptional customer experience, from initial contact to vehicle delivery.ResponsibilitiesProvide exceptional customer service, ensuring a seamless and personalized...

  • Lincoln Client Advisor

    2 months ago

    Alpharetta, United States Angela Krause Lincoln Full time

    About Angela Krause LincolnWe are a leading luxury automotive dealership with a strong focus on customer satisfaction and employee growth. Our state-of-the-art facility provides an exceptional experience for our clients, and we are committed to delivering the highest level of service.Job SummaryWe are seeking a highly motivated and experienced Lincoln Client...

  • Wealth Management Advisor

    4 weeks ago

    Alpharetta, Georgia, United States Mission Wealth Management LP Full time

    Job DescriptionMission Wealth Management LP is seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing technical financial support to clients and Lead Advisors, delivering family office/private client/integrated wealth/emerging wealth service model to up to 100 households, and...

  • Financial Advisor

    1 week ago

    alpharetta, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Solutions Advisor

    2 weeks ago

    Alpharetta, GA, USA, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking...

  • Client Service Associate

    4 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    Client Service AssociateWe are looking for a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing high quality service to clients and ensuring client priorities are executed accurately. Skills & Experience Needed:2-5 years in Financial Services,...

  • Wealth Management Advisor

    1 month ago

    Alpharetta, United States Wasserman Talent Solutions Full time

    TAX ADVISORPosition SummaryAs a Tax Advisor, you will play a pivotal role in improving the financial lives of our High-Net- Worth families; helping them manage risk and stewarding wealth for future generations. Your expertise in financial reporting, tax planning & compliance, investment accounting, and tax analysis will complement our estate planning,...

  • Wealth Management Advisor

    3 weeks ago

    Alpharetta, United States Wasserman Talent Solutions Full time

    TAX ADVISORPosition SummaryAs a Tax Advisor, you will play a pivotal role in improving the financial lives of our High-Net- Worth families; helping them manage risk and stewarding wealth for future generations. Your expertise in financial reporting, tax planning & compliance, investment accounting, and tax analysis will complement our estate planning,...

  • Wealth Management Advisor

    1 month ago

    Alpharetta, United States Wasserman Talent Solutions Full time

    TAX ADVISORPosition SummaryAs a Tax Advisor, you will play a pivotal role in improving the financial lives of our High-Net- Worth families; helping them manage risk and stewarding wealth for future generations. Your expertise in financial reporting, tax planning & compliance, investment accounting, and tax analysis will complement our estate planning,...

  • Tax Advisor

    4 weeks ago

    Alpharetta, United States CyberCoders Full time

    About UsCyberCoders is a top-tier wealth management firm in the Southeast, based in Alpharetta, GA, specializing in personalized financial planning and investment strategies for high-net-worth individuals, families, and professional athletes.Job SummaryWe are seeking a Tax Advisor with a minimum of 3yrs of recent High Net Worth Individual tax planning, tax...

  • Client Service Representative

    4 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Wealth With No Regrets. This role is a critical part of our operations, and the successful candidate will be responsible for providing exceptional service to our clients and ensuring their priorities are executed accurately.Key...

  • Administrative Support Specialist

    3 days ago

    alpharetta, United States Wealth With No Regrets Full time

    Administrative Support SpecialistWe are seeking an Administrative Support Specialist to provide exceptional support to our team at Wealth With No Regrets. This role is crucial to our success, and the ideal candidate will be responsible for providing administrative support, interacting with clients and prospects in a professional manner, and helping...

  • Client Service Associate

    3 days ago

    alpharetta, United States Wealth With No Regrets Full time

    Client Service Associate RoleWealth With No Regrets is seeking a skilled Client Service Associate to provide exceptional service to clients and support our team of financial advisors. This role is ideal for individuals who are passionate about delivering high-quality service and ensuring client priorities are executed accurately.Key Responsibilities:Perform...

  • Administrative Assistant and Events Coordinator

    1 week ago

    Alpharetta, United States Wealth With No Regrets Full time

    Administrative Assistant & Events CoordinatorWe are looking for an Administrative Assistant to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing support to the team, interacting with clients and prospects in a professional and warm manner, and helping coordinate events....

  • Administrative Assistant and Events Coordinator

    4 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    Administrative Assistant & Events CoordinatorWe are looking for an Administrative Assistant to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing support to the team, interacting with clients and prospects in a professional and warm manner, and helping coordinate events....

  • Client Service Associate

    2 months ago

    Alpharetta, United States Ronald Blue & Co Full time

    Job Type Full-time Description Principal Accountabilities: Supports Trust Officers and other Trust personnel administratively in the delivery of services to clients and in coordination with advisors: Responsible for movement of cash from underlying accounts via ACH, Wire and Account to Account Journals. Adherence to internal processes must be strictly...

  • Client Service Associate

    2 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Wealth With No Regrets. This role is responsible for providing exceptional client service and ensuring that client priorities are executed accurately.Key Responsibilities:Perform operational or administrative functions for client-related requests.Research...

  • Client Service Associate

    4 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Wealth With No Regrets. This role is a critical part of our operations, and the successful candidate will be responsible for providing exceptional service to our clients and ensuring their needs are met accurately.Key...

Prospective Client Advisor

2 months ago

Alpharetta, United States Greenix Full time
Job Overview

The Sales Lead Specialist will play a crucial role in assessing incoming sales inquiries. In this position, you will serve as the first point of contact for potential clients and work closely with the internal sales team to ensure a smooth transition of qualified leads. We seek individuals who are enthusiastic about forging connections and nurturing relationships.

Company Overview

Become part of a forward-thinking and rapidly expanding organization in Utah. Greenix has earned recognition for its exceptional performance and dedication to transforming the pest control service sector.

  • Fostering Enduring Relationships
  • Exceeding Expectations
  • Creating New Opportunities
  • Upholding Integrity at All Times

If you resonate with our core principles, we would be delighted to have you join our team.

Key Responsibilities
  • Manage incoming calls from potential clients and facilitate their connection with the internal sales team.
  • Leverage CRM software to provide timely and effective customer interactions.
  • Engage with clients to comprehend their requirements and address their concerns.
  • Inform clients about Greenix solutions and cultivate positive relationships.
Qualifications & Skills
  • Outstanding communication abilities, both spoken and written.
  • Familiarity with CRM systems and Excel.
  • Previous experience in customer service or call center environments.
  • Sales experience is advantageous.
Employee Benefits
  • Options for medical, dental, vision, and life insurance.
  • 401(k) retirement plan with company contributions.
  • Employee assistance program for various needs.
  • Paid time off and bonus opportunities.

Greenix is an Equal Employment Opportunity employer, committed to promoting diversity and providing accommodations for qualified individuals.