Atlanta, Georgia, United States · Hybrid
$22/hr–$29/hr
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. …
Skills: Customer Service, Time Management, Written Communication, Verbal Communication, Microsoft Word
Atlanta, Georgia, United States · On-site
$100k/yr
Service Advisor Mike Rezi Nissan – Atlanta, GA Looking for an opportunity with earning potential up to six figures? At Mike Rezi Nissan, we don't just service vehicles—we create customers for life. As the highest-volume …
Skills: Customer Service, Repair Order Documentation, Workflow Coordination, Time Management, Organizational Skills
Atlanta, Georgia, United States · On-site
Do you like to juggle? We are looking for individuals who enjoy juggling different challenges, tasks and personalities on a daily basis. Our Community Association Managers are responsible for handling the operations for …
Skills: Board Mentoring, Vendor Management, Financial Management, Budgeting, Communication Skills
Atlanta, Georgia, United States · On-site
About LightForce LightForce is leading the digital transformation of orthodontics and redefining the standard of care for patients. Our fully digital, 3D-printed orthodontic platform increases practice efficiency, improv…
Skills: Clinical Training, Customer Onboarding, Orthodontic Workflow Optimization, Relationship Management, Consultative Selling
Atlanta, Georgia, United States · Hybrid
$125k–$150k/yr
Overview We’re seeking a passionate National Director of Training at IST Management who is a proactive and consistent problem solver, and can adapt to the needs of a high-growth, privately-owned company. The National Dir…
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Atlanta, Georgia, United States · On-site
With over 60 years of innovation and design experience in producing small-wheel vehicles, Club Car is a leading manufacturer of gas and electric golf, utility, and personal transportation vehicles. Founded in 1958, the C…
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Atlanta, Georgia, United States · On-site
Utz Quality Foods is seeking a Key Account Executive to join our Sales team near Atlanta, Georgia. The Key Account Executive (KAE) is responsible for building and strengthening strategic relationships with retail partner…
Skills: Strategic Selling, Account Management, CPG Sales, Data Analysis, Trade Promotion Planning
Atlanta, Georgia, United States · Hybrid
At Liberis, our mission is to empower small and medium-sized businesses by removing finance as a friction to growth, delivering contextual, embedded financial solutions to support merchants at every stage of their busine…
Skills: Partner Marketing, Growth Marketing, Demand Generation, Lifecycle Marketing, B2B Marketing
Atlanta, Georgia, United States · Hybrid
LendingOne: We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully fun…
Skills: Business Development, Partnership Management, Lead Generation, Public Speaking, Relationship Management
Atlanta, Georgia, United States · Hybrid
$90k–$195k/yr
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Account Management, Underwriting, Financial Analysis, Relationship Management, Customer Service
Atlanta, Georgia, United States · On-site
$65k–$70k/yr
Aloft Atlanta Downtown SECTION ONE: MCR Universal Role Standards EXECUTIVE SUMMARY CLEANLINESS and FRIENDLINESS! The MCR standard is to provide clean, friendly, well-organized and safe hotels for our guests. AREAS OF EXC…
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Atlanta, Georgia, United States · Remote OK
$123k–$165k/yr
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Skills: Relationship Management, Construction Project Management, AV Integration, Business Development, Contract Negotiation
Atlanta, Georgia, United States · On-site
$65k–$70k/yr
Aloft Atlanta Downtown SECTION ONE: MCR Universal Role Standards EXECUTIVE SUMMARY CLEANLINESS and FRIENDLINESS! The MCR standard is to provide clean, friendly, well-organized and safe hotels for our guests. AREAS OF EXC…
Skills: Sales Negotiation, Revenue Management, Business Development, Client Relationship Management, Market Analysis
Atlanta, Georgia, United States · On-site
Description Budget Rent a Car of Atlanta, AvisBudget Group's largest franchise, is looking for a dynamic, career minded sales professional to join us in our unprecedented growth. The position would be ideal for an indivi…
Skills: Outside Sales, Cold Calling, Relationship Management, Negotiation, Market Analysis
Atlanta, Georgia, United States · On-site
Requisition ID: 934374 Store #: 130200 Pearle US FIELD Position:Full-Time Total Rewards: Benefits/Incentive Information At every neighborhood Pearle Vision we believe nothing should keep patients from getting the eye car…
Skills: Direct Sales, Consultative Selling, Territory Management, Customer Relationship Management, Merchandising
Alpharetta, Georgia, United States · Hybrid
$77k–$94k/yr
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Skills: Financial Forecasting, Structured Finance, Cost Segregation, Financial Modeling, Microsoft Excel
Rocky Hill, Connecticut, United States · Hybrid
$145k–$200k/yr
About this Position At Henkel, you’ll be part of an organization that’s shaping the future through innovation, sustainability and collaboration. With our trusted brands like Persil®, ‘all®, Loctite®, Snuggle®, and Schwar…
Skills: Key Account Management, Strategic Planning, Stakeholder Management, Crisis Management, Financial KPI Analysis
Atlanta, Georgia, United States · Remote OK
$198k–$273k/yr
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Skills: Pre-sales, Sales Engineering, Network Security, Cybersecurity, Cloud Security
Atlanta, Georgia, United States · On-site
$19/hr–$50/hr
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Skills: B2B Sales, Lead Qualification, Customer Relationship Building, Discovery Conversations, CRM Documentation
Atlanta, Georgia, United States · Hybrid
The Company Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa,…
Skills: Customer Education, Communication, Presentation Skills, Problem Solving, CRM Software
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Supports Financial Professionals by managing day-to-day investment practice operations and enhancing client service experiences. Responsibilities include processing paperwork, performing financial transactions, and acting as a liaison between representatives and clients.
Requires a High School Diploma or GED and specific financial licensing such as Life, Accident & Health, or FINRA Series 6, 7, and 66. Candidates must have experience in administrative or customer service roles and proficiency in Microsoft Office.
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.
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About Us
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:
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.
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
There are currently 2,447 open sales positions in Atlanta, GA listed on Clera. New openings are added daily as companies post roles.
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