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11 Results for

Client Associate Jobs in Lawrenceville, GA

United States of America

Work hours/week:.

3550 LENOX ROAD NORTHEAST:ATLANTA

City:.

4 days ago

Atlanta, GA

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.

30+ days ago
Wells Fargo & Co logo

Alpharetta, GA

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.

21 days ago

Atlanta, GA

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.

30+ days ago

Atlanta, GA

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.

30+ days ago

Atlanta, Georgia

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.

30+ days ago

Atlanta, GA

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.

22 days ago
New

Atlanta, GA

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.

3 days ago

Atlanta, GA

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.

Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia; Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago
New

Atlanta, GA
  • $365,000–$415,000 / year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

5 days ago

Atlanta, GA

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. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.

18 days ago

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