Top 1441 Client solutions associate Jobs in Atlanta, Ga

Associate - Southeast Advisor Group
Thrivent —Atlanta, GA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Entry Level – Wealth Management Associate
Equitable Advisors —Atlanta, GA
- Weekends as needed
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Pawn Sales Associate
Smyrna Pawn Brokers —Smyrna, GA
- From $14 an hour
- Full-time
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Atlanta, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
1d
Valet Assistant Manager
VPNE Parking Solutions —Atlanta, GA
- Weekends as needed
- 18 years or older
- English
- Mid-level
Quick Apply
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Receptionist
Opensity Solutions —Atlanta, GA
- Up to $23 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
8d
Associate Customer Success Consultant
TriNet —Atlanta, GA
- $23.08 - $36.06 an hour
- Full-time
- PMP
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
7d
Operations & Client Service Associate
Anchyra Partners —Atlanta, GA
- From $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Associate Customer Experience Specialist
First Advantage —Atlanta, GA
- $18 an hour
- 8 hour shift
- Background check
- Microsoft Outlook
- Computer literacy
- Employee stock purchase plan
- Paid holidays
16h
Sales Associate (Part-Time) - Lenox Square
ALO —Atlanta, GA
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
5d
Front Desk Agent
FAIRFIELD INN & SUITES ATLANTA BUCKHEAD —Atlanta, GA
- Full-time
- English
- Hotel
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
10d
Café Associate (UPS Dining) (GA, Atlanta)
Five Star Breaktime Solutions —Atlanta, GA
- $20 - $24 an hour
- Full-time
- Background check
- Pass drug screening
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Quick Apply
Office Services Associate - Atlanta, GA (Onsite Part-Time)
EP Wealth Advisors, LLC —Atlanta, GA
- $24 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
AT&T Sales Associate
Tempest Elite Group —Atlanta, GA
- $1,250 - $1,650 a week
- Full-time
- 18 years or older
- Office
- Organizational skills
- Travel reimbursement
- Employee discount
Quick Apply
PACS Associate
Scan.com —Atlanta, GA
- $45,000 - $55,000 a year
- Full-time
- HIPAA
- Office
- Radiology
- Paid holidays
- Dental insurance
Client Service Associate (Hybrid Opportunity)
Wealth Enhancement Group —Atlanta, GA
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Profit sharing
- Paid parental leave
Client Experience Associate - Sandy Springs
PNC Financial Services Group —Sandy Springs, GA
- Full-time
- Office
- No degree
- In-person
- Wellness program
- Health savings account
Client Experience Associate - Highlands Park
PNC Financial Services Group —Smyrna, GA
- Full-time
- Office
- No degree
- In-person
- Wellness program
- Health savings account
5d
Associate Client Advocate
Aptean —Atlanta, GA
- Full-time
- Mid-level
- Office
- Continuous improvement
6d

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Associate - Southeast Advisor Group

Thrivent -
Atlanta, GA

Quick Apply

Job Details

Contract

Qualifications

Life Insurance License
Customer communication
Research
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Organization/Business Overview:

The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to helping our members/customers achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.

Position summary:

This position provides licensed financial and non-financial support to The sponsoring financial advisor and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the financial Advisors (products offered and advice given depends on level of licensure), serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a financial representative to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the financial representative. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the associate must be:
- Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
- Appropriately insurance licensed/appointed for sale of all life/health and variable products
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
Demonstrated customer service orientation/experience, 2+ years preferred
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
Previous administrative/secretarial experience desired

Competencies

Planning/Organizing
Analytical thinker
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#Remote

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Refine Your Search

client solutions associate jobs in atlanta, ga

Associate - Southeast Advisor Group

Entry Level – Wealth Management Associate

Pawn Sales Associate

Financial Advisor

Valet Assistant Manager

Client Services Associate

Receptionist

Associate Customer Success Consultant

Operations & Client Service Associate

Associate Customer Experience Specialist

Sales Associate (Part-Time) - Lenox Square

Front Desk Agent

Café Associate (UPS Dining) (GA, Atlanta)

Office Services Associate - Atlanta, GA (Onsite Part-Time)

AT&T Sales Associate

PACS Associate

Client Service Associate (Hybrid Opportunity)

Client Experience Associate - Sandy Springs

Client Experience Associate - Highlands Park

Associate Client Advocate

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