1,076 Results for

Client Associate Jobs in Alpharetta, GA

Jobs

New!

Atlanta, GA4 days ago

$90,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our firm is a litigation-focused practice with a long-standing reputation for delivering effective, strategic representation to clients ranging from individuals to Fortune 500 companies.

New!

Atlanta, GA4 days ago

$110,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associates here gain real litigation experience early, including depositions, court appearances, and motion practice, while working alongside experienced partners who are invested in mentorship and growth.

New!

Atlanta, GA4 days ago

$80,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Atlanta, GA4 days ago

$120,000–$150,000 Per Year

New!

Atlanta, GA4 days ago

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Atlanta, GA2 days ago

$90,000–$100,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Key Responsibilities

Monitor and analyze the performance of individual assets and the broader real estate portfolio.

New!

Brookhaven, GA2 days ago

$60,000–$65,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Atlanta, GA7 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

Atlanta, GA7 days ago

Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients .

New!

Atlanta, GA1 day ago

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Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects.

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

New!
Atlanta, GA1 day ago
p>HITT Contracting is seeking a creative, dynamic, and results-driven Senior Associate of Virtual Construction to lead construction process evolution and provide effective virtual construction services on HITT’s most complex projects.
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

New!
Marietta, GA6 days ago
p>At Nelson Elder Care Law, you will gain hands-on legal experience, work directly with clients, have a true mentor, and make an impact directly with the families we serve.
From your first day, you'll have the opportunity to interact with clients, attend hearings, participate in strategy discussions, and build the skills necessary to become a confident, successful attorney.

New!
Atlanta, GA3 days ago
$190,000–$310,000 Per Year
li>Skilled in drafting and negotiating complex purchase and sale agreements, easements, declarations of restrictive covenants, and loan documents for construction and permanent financing. With nearly 50 attorneys dedicated to helping clients bring projects from concept to completion, the team advises on virtually every type of real property, from office buildings and mixed-use developments to renewable energy projects and health care facilities.

New!
Dunwoody, GA1 day ago
$20–$23 Per Hour
p>SDA CPA Group helps small business owners reduce financial stress through proactive accounting, payroll, tax planning, and organized financial systems.
We believe in responsive communication, accurate work, and helping clients understand their numbers so they can make better business decisions.

New!
Atlanta, GA1 day ago
This role requires strong legal analysis, organization, and the ability to move cases forward efficiently while maintaining excellent client service and communication.
Evaluate liability, damages, and settlement opportunities; participate in negotiations to resolve matters efficiently.

New!
Atlanta, GA3 days ago
$125,000–$170,000 Per Year
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Locations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) | MA (Boston)\ NY (New York) \ VA (Richmond, Virginia Beach)

HYBRID

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Provide legal advice and regulatory guidance, communicate case strategy and developments, and support clients responding to government and agency investigations.

Atlanta, GA30+ days ago
p>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree.
Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

New!
Atlanta, Georgia3 days ago
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Alpharetta, GA20 days ago
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Atlanta, GA30+ days ago
p>We're looking for a Client Associate to:
• keep management systems up to date with client information • educate clients on account services and capabilities • assist with resolving client issues, questions, and requests related to their accounts • help with the preparation of reports and other materials for client meetings • perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) • participate in team projects and meetings • complete firm-initiated projects. Visit ubs.com/careers.

Atlanta, GA30+ days ago
li>Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Atlanta, Georgia30+ days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Atlanta, GA17 days ago
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Alpharetta, GA30+ days ago
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Alpharetta, GA10 days ago
li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Atlanta, Georgia30+ days ago
Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. This role is focused on the accurate execution, administration, and operational support of client accounts, working closely with internal advisor team members and firm partners.

Atlanta, GA21 days ago
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Atlanta, GA30+ days ago
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.\n \nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.\n \nESSENTIAL DUTIES AND RESPONSIBILITIES\n \nFollowing is a summary of the essential functions for this job.

Dunwoody, Georgia28 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Roswell, Georgia30+ days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Johns Creek, Georgia17 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Suwanee, Georgia23 days ago
p style="text-align:inherit"/>
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Atlanta, GA30+ days ago
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New!
Atlanta, GA2 days ago
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

New!
Atlanta, GA3 days ago
$18–$27 Per Hour
This entry-level role is ideal for individuals who enjoy helping clients, building strong communication skills, and working in a fast-paced environment. The Client Service Associate will support daily client interactions, assist with account coordination, and help maintain a positive customer experience.

Atlanta, GA30+ days ago
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

Suwanee, GA8 days ago
$27.38–$45.61 Per Hour
The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Atlanta, Georgia29 days ago
The AD is expected to serve as a positive role model and mentor for the staff, and to perform all responsibilities with a commitment to providing superior service to the firm’s lawyers, efficient and effective departmental operations, and an atmosphere of teamwork and continuous improvement. This leader will have full autonomy to imagine, rebuild, and direct the Conflicts Department—including operational strategy, staffing, technology, governance, workflows, and firmwide training.

GA30 days ago
$120,000–$198,000 Per Year
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Atlanta, GA30+ days ago
p>Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.

Atlanta, GA30+ days ago
$100,000–$187,000 Per Year
The Compensation Range for this Role is between $100,000 to $187,000 p.a.146844BRFlorida, Georgia, IllinoisUSAInfosys Limited Associate Engagement ManagerITL USA Atlanta, GA, Peoria, IL, West Palm Beach, FLAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.

Atlanta, Georgia30+ days ago
We’ve also cemented our position as an industry leader across all verticals with the #1 best-selling book in the legal category, The Game Changing Attorney, the #1 podcast for legal market leaders, The Game Changing Attorney Podcast, and the #1 law firm growth conference on Earth, the Crisp Game Changers Summit. You own the engine behind the relationship-building process: outbound prospecting, CRM management, scheduling, pipeline organization, and converting inbound interest from our flagship podcast, conferences, events, referrals, and digital marketing into qualified discovery conversations.

Atlanta, Georgia14 days ago
Remote
The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

Atlanta, Georgia8 days ago
Obtain and maintain a Property & Casualty state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelor’s degree preferred. Position Summary: The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts within our prestigious Construction Practice.

Atlanta, GA30+ days ago
li>
Obtain and maintain a Property & Casualty state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelors degree preferred.
Position Summary: The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts within our prestigious Construction Practice.

Atlanta, Florida14 days ago
li>Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention.

GA30+ days ago
In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish.
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.

Atlanta, GA30+ days ago
Remote
$20–$22 Per Hour
The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company-provided services as well as communicating effectively with team members within the customer operational department. • Project management as needed, including sustainability reporting, optimizing services, finding cost savings, weekly status updates, communicating policy updates that are relevant to customers, etc.

Alpharetta, GA30+ days ago
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Dunwoody, GA27 days ago
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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