Current jobs related to Client Services Associate - Atlanta, Georgia - United Community Bank
-
Client Services Associate
3 days ago
Atlanta, Georgia, United States Project Redirect Full timeJob 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, 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
1 week ago
Atlanta, Georgia, United States PrideStaff Full timeJob 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
1 month ago
Atlanta, Georgia, United States PrideStaff Full timeJob DescriptionPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key Responsibilities:Provide exceptional client service and serve as a liaison between advisors and clients.Proactively follow up with...
-
Client Services Associate
4 weeks ago
Atlanta, Georgia, United States PrideStaff Full timeJob 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 timeJob 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 timeJob 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 timeAbout 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
1 week ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout 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...
-
Part-Time Client Service Associate
4 weeks ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and cutting-edge processes enable us to provide personalized financial planning and investment management services to over 61,000 households nationwide.Job SummaryWe are seeking...
-
Client Relationship Associate
4 weeks ago
Atlanta, Georgia, United States Capital World Investors Full timeJob 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 timeJob 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...
-
Licensed Wealth Client Service Associate
1 week ago
Atlanta, Georgia, United States Fuller & Company Full timeJob 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 Manager
4 weeks ago
Atlanta, Georgia, United States Coxe Curry and Associates Full timeAbout the RoleCoxe Curry & Associates is seeking a highly skilled Client Services Manager to join our team. As a key member of our client services team, you will play a critical role in advancing the deliverables of our nonprofit client engagements to further their fundraising goals and broader mission objectives.Key ResponsibilitiesDevelop and implement...
-
Client Services Director
4 weeks ago
Atlanta, Georgia, United States Coxe Curry and Associates Full timeJob Title: Client Services ManagerAbout Us:Coxe Curry & Associates is a leading consulting firm dedicated to helping nonprofits thrive. We pride ourselves on our high-touch, high-standard, high-performing approach to business and philanthropy.Our Core Values:People First: We prioritize our staff, clients, and partners.Tailor Made: Our work is personalized...
-
Office Services Associate
6 days ago
Atlanta, Georgia, United States C&W Services Full timeJob Title: Office Services AssociateThis role embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support contracted service lines to include Reception duties, mail, print (MFD troubleshooting and maintenance), hospitality,...
-
Client Service Director
2 days ago
Atlanta, Georgia, United States Sterling Seacrest Pritchard, Inc Full timeAbout the RoleThe Client Service Executive plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. This position requires a strong leader who can build upon the responsibilities of the Client Service Associate, focusing on strategic planning, client retention, and...
-
Office Services Associate
1 week ago
Atlanta, Georgia, United States C&W Services Full timeJob TitleOffice Services Associate (Reception)Job Description SummaryThis position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support contracted service lines to include Reception duties, mail, print (MFD...
-
Senior Client Services Manager
7 days ago
Atlanta, Georgia, United States Coxe Curry and Associates Full timeJob Title: Senior Client Services ManagerCoxe Curry & Associates is seeking a highly skilled Senior Client Services Manager to join our team. As a key member of our client services team, you will play a critical role in advancing the deliverables of our nonprofit client engagements to further their fundraising goals and broader mission objectives.The ideal...
Client Services Associate
2 months ago
Position Title:
Customer Experience Banker
Reports To:
Branch Manager
Direct Reports:
N/A
Classification:
Non-Exempt
Salary Grade:
5
SUMMARY
- As a Customer Experience Banker, you will play a vital role in providing exceptional service to our clients and potential customers.
- Your responsibilities will include assisting with various banking transactions and ensuring a seamless experience for all visitors.
- This position requires a commitment to fostering positive relationships and understanding customer needs.
Key Responsibilities:
- Deliver outstanding customer service and support.
- Assist clients with their banking inquiries and transactions.
- Collaborate with team members to enhance the overall customer experience.
Qualifications:
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- Prior experience in banking or customer service is preferred.