Top 27 Senior customer service representative Jobs in Palmetto, Ga

Senior Client Services Representative
Cetera Financial Group —Atlanta, GA
- $22 - $29 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Sr. Consultant, Client Success
Visa U.S.A. Inc. —Atlanta, GA
- $127,300 - $204,100 a year
- Full-time
- Sales
- Office
- Project management
- Wellness program
- Health savings account
Quick Apply
3d
Senior Customer Service Representative
Southwire Company LLC —Carrollton, GA
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
2d
Senior Customer Success Manager
Supermetrics —Atlanta, GA
- $80,000 - $125,000 a year
- Remote
- English
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
6d
Senior Consultant, Client Success
Visa U.S.A. Inc. —Atlanta, GA
- $127,300 - $204,100 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Wellness program
- Health savings account
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)
Sr. Client Service Specialist - Weekend Day Shift
Crane Worldwide Logistics LLC —Ellenwood, GA
- Day shift
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Senior Manager, Customer Success (Money)
Intuit —Atlanta, GA
- $143,500 - $233,000 a year
- 5 years
- Mentoring
- Senior level
Sr. Client Service Specialist - Weekend Night Shift
Crane Worldwide Logistics LLC —Ellenwood, GA
- Night shift
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Senior Manager - Service & Operations (4030)
GBG —Atlanta, GA
- Email
- Hybrid work
- Writing skills
- Senior level
- Leadership
- Flexible schedule
Quick Apply
Senior Specialized Customer Success Manager, CLM (Evisort)
Workday —Atlanta, GA
- $108,200 - $192,200 a year
- Full-time
- 5 years
- Office
- Continuous improvement
- Flexible schedule
12d
Sr. Manager, Customer Success
Samsara —Atlanta, GA
- $142,800 - $229,500 a year
- Analysis skills
- Bachelor's degree
- Recruiting
- Parental leave
Sr. Client Service Specialist - Third Shift
Crane Worldwide Logistics LLC —Ellenwood, GA
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Senior Director, Servicing Operations
Mission Lane —Atlanta, GA
- $184,000 - $216,000 a year
- Full-time
- Remote
- Travel
- Senior level
- Leadership
- Paid parental leave
- Disability insurance
Android Senior Client Services Manager
2020 Companies, Inc. —Atlanta, GA
- $85,000 - $90,000 a year
- Full-time
- Google Workspace
- Marketing
- 5 years
- Paid holidays
- Dental insurance
Quick Apply
2d
Sr. Client Service Specialist - Second Shift
Crane Worldwide Logistics LLC —Ellenwood, GA
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Senior Customer Success Manager
MongoDB —Atlanta, GA
- $97,000 - $190,000 a year
- Computer science
- Computer Science
- Data analysis skills
- Parental leave
Senior Manager, Customer Success Management - Enterprise US East/EMEA
Chainguard —Atlanta, GA
- Up to $200,000 a year
- Remote
- DevOps
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health insurance
Quick Apply
Senior Client Service Manager
AI Digital —Atlanta, GA
- Full-time
- Remote
- 6 years
- Mentoring
- Senior level
Quick Apply
Senior Director, Customer Success
Infor —Atlanta, GA
- Full-time
- Hybrid work
- Oracle
- Analysis skills
- Team management

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Senior Client Services Representative

Cetera Financial Group -
Atlanta, GA

Apply Now

Job Details

Full-time
$22 - $29 an hour

Benefits

Paid parental leave
Caregiver 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

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.

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-Onsite

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+ 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 fostering.
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.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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 palmetto, ga

Senior Client Services Representative

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Senior Customer Service Representative

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Senior Consultant, Client Success

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Sr. Client Service Specialist - Weekend Night Shift

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Senior Specialized Customer Success Manager, CLM (Evisort)

Sr. Manager, Customer Success

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Senior Director, Servicing Operations

Android Senior Client Services Manager

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