Top 1178 Client associate Jobs in Marietta Ga

Client Service Associate
Wealth With No Regrets —Alpharetta, GA
- $70,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
1d
Packaging Associate
Employ Partners —Kennesaw, GA
- $15 an hour
- 8 hour shift
- No experience needed
- Entry level
- Under 1 year
Quick Apply
11d
Associate Client Support Consultant
ADP —Alpharetta, GA
- $21 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- In-person
- Paid time off
- Benefits from day one
11d
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
Associate - Southeast Advisor Group
Thrivent —Atlanta, GA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Associate Attorney
Confidential —Atlanta, GA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Associate Attorney
Sword & Shield Injury Attorneys, PC —Atlanta, GA
- $50,000 - $125,000 a year
- Full-time
- Hybrid work
- Management
- Writing skills
- Analysis skills
- Parental leave
- Professional development assistance
Quick Apply
Substation Testing and Commissioning Associate
Patterson & Dewar Engineers —Atlanta, GA
- $100,000 - $120,000 a year
- Extended hours
- Background check
- Schematics
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
Associate Attorney
Weisser Elazar & Kantor, PLLC —Georgia
- $80,190.15 - $96,573.09 a year
- Full-time
- Mid-level
- Analysis skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Entry-Level Associate Attorney - Transition into Family Law Courtroom Litigators Encouraged to Apply
TDE Family Law & Divorce Attorneys —Atlanta, GA
- $80,000 - $105,000 a year
- Full-time
- Writing skills
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Representative -Chatman & Associates Allstate Agency
Allstate Insurance Company —Avondale Estates, GA
- $35,000 - $45,000 a year
- Full-time
- US work authorization
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
ISO Local Counsel in GA to Associate for On-going Docket of Premises Liability Cases.
Rusco Law —Georgia
- $75 an hour
- Contract
- Remote
- 5 years
- Writing skills
- Administrative experience
Quick Apply
1d
Associate Attorney - General Liability - Complex Liability - Catastrophic Loss
Chartwell Law —Atlanta, GA
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
Quick Apply
Bilingual Associate Attorney (English-Spanish)
LAW OFFICE OF CAROLINE PINERES —Roswell, GA
- Email
- Background check
- Spanish
- Writing skills
- Paid time off
- Parental leave
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Atlanta, GA
- $78,000 - $155,000 a year
- Contract
- Sales
- Customer service
- US work authorization
- Tuition reimbursement
- Flexible schedule
Quick Apply
1d
Associate Attorney
Daspit Law Firm —Atlanta, GA
- $115,000 - $160,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Veterinary Clinic Support - Bilingual English/Spanish Speaking
Planned PEThood of Georgia —Duluth, GA
- $18 - $22 an hour
- Full-time
- Background check
- Spanish
- Anatomy knowledge
- Continuing education credits
- Disability insurance
Quick Apply
Territory Account Associate
ParkMyFleet —Atlanta, GA
- From $40,000 a year
- Full-time
- Inventory management
- Public speaking
- Mid-level
- Travel reimbursement
- Health insurance
11d
Associate Attorney-Relocation Required
Parnall Law —Atlanta, GA
- $200,000 - $400,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Associate Veterinarian
Atlas Consultancy Group —Canton, GA
- $120,000 - $150,000 a year
- Full-time
- Clinic experience
- Mid-level
- Surgery
- Continuing education credits
- Relocation assistance
Quick Apply

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client associate jobs near marietta ga

Client Service Associate

Wealth With No Regrets
Alpharetta, GA

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year
1 day ago

Benefits

Health insurance
Paid time off

Qualifications

Microsoft Excel
Finance
Finance
Client database systems
Bachelor's degree
Attention to detail
Financial services
Customer information system software
Account management experience

Full Job Description

We 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 ensure client priorities are executed accurately.

Responsibilities:

· Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).

· Research client and security information through the back-office system.

· Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc. in a timely, but thorough manner.

· Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.

· Prepare and review all new account paperwork to ensure documents are complete and in good order.

· Follow all established audit and compliance procedures.

· Consistently document client service interactions into the CRM tool.

· Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner

· Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.

· Act as a liaison between our custodians, and vendors, and the firm

Skills & Experience Needed:

· 2-5 years in Financial Services, required

· Bachelor’s Degree in Finance or related field, required

· Experience using Customer Relationship Management software, required

· Desire to be part of a team that is living with purpose, love to support others

· Care about serving people and the client experience is where you shine

· High character and integrity, trustworthy

· Alignment with organizations or groups whose mission is to serve others

· Clear and effective communication in person or over the phone

· Desire to know details and leave no stone unturned when gathering information

· Systematic in your approach; you weigh the pros and cons and prioritize as a strategy

· Task-driven and have the ability to get things done quickly

· Organized and detail-oriented; able to find and access information when needed

· Process-driven and can follow a system to complete projects on schedule

· Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint

· Ability to use technology and outside resources to finish projects quickly

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Paid time off

Application Question(s):

What experience do you have with Broker Dealer, Insurance, or Annuities?

Education:

Bachelor's (Required)

Ability to Commute:

Alpharetta, GA 30004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in marietta ga

Client Service Associate

Packaging Associate

Associate Client Support Consultant

Client Services Associate

Associate - Southeast Advisor Group

Associate Attorney

Associate Attorney

Substation Testing and Commissioning Associate

Associate Attorney

Entry-Level Associate Attorney - Transition into Family Law Courtroom Litigators Encouraged to Apply

Insurance Sales Representative -Chatman & Associates Allstate Agency

ISO Local Counsel in GA to Associate for On-going Docket of Premises Liability Cases.

Associate Attorney - General Liability - Complex Liability - Catastrophic Loss

Bilingual Associate Attorney (English-Spanish)

Life Insurance Associate

Associate Attorney

Veterinary Clinic Support - Bilingual English/Spanish Speaking

Territory Account Associate

Associate Attorney-Relocation Required

Associate Veterinarian

I want to receive the latest job alert for client associate in marietta ga

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