UNKNOWN

FEED

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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Morgan Stanley

Registered Client Service Associate

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Private Wealth Management Registered Client Service Associate

General 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Truist Financial Corp

Brokerage Registered Client Service Associate

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FULL_TIME

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - ERS

Client Support Associate

Nichols Cauley does not accept unsolicited resumes, candidate referrals, or applicant submissions from staffing agencies, recruiting firms, sourcing providers, or other third-party services. We are honored to be named one of Accounting Today’s Best Firms to Work For and Best Firms for Young Accountants, reflecting our commitment to professional excellence, career development, and a collaborative, supportive culture.

Nichols Cauley

Client Claims Associate

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HOUR

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).

Client Service Associate

finoBlue is an Atlanta-based wealth management firm that specializes in helping clients navigate the biggest financial transitions of their lives: selling a business, entering retirement, or managing a significant inheritance. If you’ve built your career in financial services, wealth management, a law firm, or mortgage lending, and you have the kind of warmth and instincts to be the first face clients see when they walk in the door, we’d like to talk.

YEAR

Bill Good Marketing

Client Experience Associate

Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission.

Orbiss

Tax Associate - Private Clients

We are particularly interested in people who are energized by change and motivated by improvement: individuals who want to rethink established processes, experiment thoughtfully with new technologies, and help shape how a modern investment organization operates. This is a role for someone who wants to own a function that sits at the heart of the client relationship and reimagine how it operates, combining deep ownership with hands-on work applying data, AI, and modern tooling.

EARNEST Partners

Platform Engineer - Client Results

The analyst will interpret complex data, understand how financial systems interact, exercise independent judgment, strengthen operating controls, and use automation and AI to generate insights and solve meaningful operational problems. We value people who understand operational details, ask incisive questions, test assumptions, evaluate evidence from multiple sources, and translate creative ideas into reliable improvements.

Investment Operations Analyst - Client Results

OTHER

The Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); 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. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Andersen

Tax Manager - Private Client Services

[AW]-iCims

Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.

Truist Financial Corporation

CRE Client Specialist-Truist Community Capital-Nmtc

HSA with Employer Contribution In-vitro Fertility (treatment coverage) Dental Vision (2 plans: 12-month and 24-month frames allowance) FSA Plans (Healthcare, Dependent Care and Limited Purpose) Pre-tax Commuter Plans Employer-paid Life Insurance Employer-paid Short + Term Disability Long Term Disability (2 plans: Employer-paid or optional Self-paid). The Client Executive (CE) serves as the primary sales leader for an assigned territory and customer base, responsible for retaining, growing, and expanding customer relationships through strategic account development, cross-selling, upselling, renewals, and net-new business acquisition that support company growth.

ConvergeOne Inc

Client Executive

Customer Service, Relationship Management, Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Client Support Specialist - Greater Atlanta, GA Area (REMOTE)

As a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

Alvarez & Marsal Tax, LLC

Director, Private Client Services – Family Office

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Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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.

Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market

Associate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. The Requirements: Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.

Associate – Tax Services - 2027

Associate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.

Client Associate Jobs in Atlanta, GA

Registered Client Service Associate Morgan Stanley

Private Wealth Management Registered Client Service Associate Morgan Stanley

Brokerage Registered Client Service Associate Truist Financial Corp

Client Support Associate Jackson Hewitt - ERS

Client Claims Associate Nichols Cauley

Client Support Associate GBY

Client Service Associate Morgan Stanley

Client Experience Associate Bill Good Marketing

Tax Associate - Private Clients Orbiss

Platform Engineer - Client Results EARNEST Partners

Investment Operations Analyst - Client Results EARNEST Partners

Tax Manager - Private Client Services Andersen

CRE Client Specialist-Truist Community Capital-Nmtc Truist Financial Corporation

Client Executive ConvergeOne Inc

Client Support Specialist - Greater Atlanta, GA Area (REMOTE) Fidelity

Director, Private Client Services – Family Office Alvarez & Marsal Tax, LLC

Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America Corp

Associate – Tax Services - 2027 Andersen

Associate - Tax Services - 2027 Andersen Tax LLC

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