Top 38 Senior customer service representative Jobs in 30213

Senior Client Services Representative
Cetera Financial Group —Atlanta, GA
- $22 - $29 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
9d
Sr Customer Success Specialist
National Carwash Solutions, Inc. —Atlanta, GA
- Hybrid work
- 5 years
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Engagement Specialist
SR Law Group —Atlanta, GA
- $45,000 - $55,000 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Paid time off
- Work from home
Quick Apply
Senior Customer Success Manager (Remote - GA)
Nodes & Links —Atlanta, GA
- $140,000 - $155,000 a year
- Full-time
- Remote
- 5 years
- Construction experience
- Senior level
- Health insurance
- 401(k)
3d
Customer Service Representative (Sr. Loan Consultant)
Lendmark Financial Services —Douglasville, GA
- Full-time
- Spanish
- Microsoft Excel
- 5 years
- Paid holidays
- Disability insurance
Senior Manager, Customer Success
ResMed —Atlanta, GA
- $130,000 - $161,000 a year
- Full-time
- Nursing
- 8 years
- Mentoring
- Commuter assistance
- Health savings account
Senior Manager, Customer Success
Brightree —Atlanta, GA
- $130,000 - $161,000 a year
- Full-time
- Nursing
- 8 years
- Mentoring
- Commuter assistance
- Health savings account
Senior Associate, Member Services
World 50 Group —Atlanta, GA
- Full-time
- Hybrid work
- Mid-level
- Office
- 1 year
Quick Apply
Customer Success Manager, Senior Manager-MuleSoft
Salesforce —Atlanta, GA
- $150,100 - $247,900 a year
- Full-time
- 5 years
- Office
- Mentoring
- Paid parental leave
- Disability insurance
Customer Service Representative (Senior Loan Consultant)
Lendmark Financial Services —Villa Rica, GA
- Full-time
- Spanish
- Microsoft Excel
- 5 years
- Paid holidays
- Disability insurance
3d
Senior Client Service Manager
AI Digital —Atlanta, GA
- Full-time
- Remote
- 6 years
- Mentoring
- Senior level
Quick Apply
Senior Customer Service & Production Specialist
AlphaGraphics of Buckhead —Atlanta, GA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Senior Manager, Customer Success (Money)
Intuit —Atlanta, GA
- $143,500 - $217,000 a year
- 5 years
- Team management
- Mentoring
Sr. Manager, Payment Excellence
Hyundai Capital America —Atlanta, GA
- $113,097.60 - $175,301.28 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Research
- Paid parental leave
- Health savings account
Senior Partner Success Manager
Supermetrics —Atlanta, GA
- $90,000 - $120,000 a year
- Remote
- APIs
- Senior level
- Analytics
- Health insurance
- Dental insurance
Quick Apply
8d
Senior / Director, Customer Support
Saviynt —Atlanta, GA
- Weekends as needed
- Hybrid work
- Product management
- Organizational skills
- Senior level
Quick Apply
Sr. Manager, Customer Success
Samsara —Atlanta, GA
- $142,800 - $229,500 a year
- Analysis skills
- Bachelor's degree
- Recruiting
- Health insurance
- Parental leave
Senior Client Manager, Business Insurance
Marsh McLennan Agency —Atlanta, GA
- Full-time
- Hybrid work
- 5 years
- High school diploma or GED
- Mentoring
- Tuition reimbursement
Senior Manager, Global Strategic Accounts Customer Success
Trimble —Atlanta, GA
- $114,800 - $162,000 a year
- Online Application
- Google Workspace
- 3 years
- Travel
- Paid parental leave
- Employee stock purchase plan
Senior Manager, Claims Workforce Management, Meritain TPA
CVS Health —Atlanta, GA
- $67,900 - $199,144 a year
- Full-time
- Hybrid work
- 7 years
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance

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Senior Client Services Representative

Cetera Financial Group -
Atlanta, GA

Apply Now

Job Details

Full-time
$22 - $29 an hour
9 days ago

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Pet insurance

Qualifications

Customer communication
Microsoft Excel
Administrative experience
High school diploma or GED
Productivity software
Office experience

Full Job Description

Sr. Client Services Representative –

This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.

The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63/65 combo). They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry. This role is the second step of the career pathing program toward future opportunities that require full-licensing and more than 3 years of experience in the investment industry.

What You Will Do:

Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.

Answer phones, schedule appointments, and prepare materials for client meetings.

Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.

Prepare and complete client paperwork and follow up tasks to support registered representative .

Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.

Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.

Organize Client events and follow up tasks.

Maintain an organized filing system following compliance guidelines.

Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).

Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.

Complete required corporate training on new technologies and follow implementation guidelines.

Maintain compliance guidelines, client communication notes in AdviceWorks / SmartWorks and Redtail while following Cetera standards in a timely manner.

Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.

What you will have:

High School Diploma or GED

Some licensing, which may include Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63/65 combo)

Experience in an administrative or customer service role

Strong time management skills

Excellent written and verbal communication skills

Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

What is nice to have:

Previous experience in assisting Registered Representatives/Financial Advisors

Financial services and/or banking background

Bachelor's degree

Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment

Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors

Self-starter, productive, works well with a team and independently

Professional and positive attitude, friendly demeanor both in-person and by telephone

Trustworthy; uses discretion with confidential information

Listens well to instruction and consistently retains details

The base annual salary range for this role is $22/hour to $29/Hour, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Apply Now

Refine Your Search

senior customer service representative jobs in 30213

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Senior Manager, Global Strategic Accounts Customer Success

Senior Manager, Claims Workforce Management, Meritain TPA

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