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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.

Bank of America Corp

Private Wealth Client Associate

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Wealth Management Client Associate

FULL_TIME

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 37 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

Rockefeller Capital Management

Client Associate

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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.

HOUR

Rubicon Technologies Inc

Client Service Associate

Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital Management LLC

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

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.

Client Support Associate

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Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital engagement tools and background screening solutions for faith-based, non-profit and for-profit organizations. The diverse and real-world experiences of our team members serving their communities makes us stronger together and enhances our ability to advance digital transformation for the greater good.

Ministry Brands LLC

Client Success Associate

The Associate plays a thought-leadership role in the wider Commercial TEAM and scopes data requirements, working with Data TEAM and the various analytical tools at their disposal to ensure action-oriented insights are triaged and delivered. Deploy the CAS TEAM's semi-automated analytical process, SCiMap, to prepare and present tailored analyses and recommended courses of action — always grounded in desired business outcomes — to prospects' and customers' senior leadership.

PrimeRevenue, Inc.

Client Advisory Associate

This individual will also perform marketing, administrative and operational duties to support our collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives. Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth.

NewEdge Capital Group

Associate, Client Service

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Ministry Brands Holdings, LLC.

The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. Work with the Training & Development team to teach a course on an insurance coverage, endorsement, SSP procedure, or Best Practice annually.

Sterling Seacrest Pritchard

P&C - Client Service Associate

Responsibilities: Support clients in analyzing tax implications of working internationally and filing income tax returns in multiple jurisdictions including preparing Federal and State(s) individual income tax returns, analyzing and utilizing foreign tax credits between countries and tax treaties and looking for opportunities to use global tax planning opportunities to minimize overall tax costs. Help clients to determine the compensation packages that could be provided to executives working on an international assignment; assist with setting up and supporting their global payroll process including determining amounts that could be provided to executives in multiple locations while ensuring compliance with the applicable countries laws in the respective locations.

KPMG International Cooperative

Tax Associate, Global Executive & Private Client Group

Additionally, you'll create client communications in collaboration with marketing, mentor other Client Managers, and handle various administrative tasks to ensure smooth operations and avoid potential issues. Your responsibilities include offering strategic and consultative support throughout the sales process, reviewing PBM contracts for compliance, and building strong relationships with the MMA field, strategic partners, and PBMs.

YEAR

Marsh & McLennan Companies Inc

Associate Strategic Client Executive, Rx Solutions

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Join our Foreign Exchange (FX) Client Services team and become the first point of contact for clients and internal partners seeking support with FX products, transactions, and service inquiries.

U.S. Bancorp

Foreign Exchange Client Services Associate - Operations

ARE YOU READY TO WORK AT PRIMEREVENUEThe Client Advisory Associate plays a consultative advisory role to the decision makers at PrimeRevenues customers and prospects in their region on working capital and payments strategy. The Associate plays a thought-leadership role in the wider Commercial TEAM and scopes data requirements working with Data TEAM and the various analytical tools at their disposal to ensure action-oriented insights are triaged and delivered.

PrimeRevenue Inc

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.

Bill Good Marketing

Client Experience Associate

Workable

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).

Morgan Stanley

The Associate SCE will manage an assigned book of business comprised of vertically aligned clients and will drive growth for Zelis by achieving annual revenue targets, ensuring client retention, fostering growth with additional products and services, and ensure Zelis is always meeting and/or exceeding client expectations while driving a superior OneZelis customer experience. Client Advocacy: Ensure industry leading quality service delivery and client satisfaction; measurements include proactive client management, timely escalation and resolution of issues, and nurture clients into loyal promoters.

Zelis Healthcare, Inc.

Associate Strategic Client Executive - TPA

Bachelor's degree in Finance, Financial Planning, Economics, or a related field preferred (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, or education). WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Client Associate Jobs in Lawrenceville, GA

Private Wealth Client Associate Bank of America Corp

Wealth Management Client Associate Bank of America Corp

Client Associate Rockefeller Capital Management

Client Service Associate Rubicon Technologies Inc

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

Client Support Associate ERS

Client Success Associate Ministry Brands LLC

Client Advisory Associate PrimeRevenue, Inc.

Associate, Client Service NewEdge Capital Group

Client Support Associate GBY

Client Success Associate Ministry Brands Holdings, LLC.

P&C - Client Service Associate Sterling Seacrest Pritchard

Tax Associate, Global Executive & Private Client Group KPMG International Cooperative

Associate Strategic Client Executive, Rx Solutions Marsh & McLennan Companies Inc

Foreign Exchange Client Services Associate - Operations U.S. Bancorp

Client Advisory Associate PrimeRevenue Inc

Client Experience Associate Bill Good Marketing

Client Service Associate Morgan Stanley

Associate Strategic Client Executive - TPA Zelis Healthcare, Inc.

Client Service Associate Wealth Enhancement Group LLC

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