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1,079 Results for

Client Associate Jobs in Marietta, GA

United States of America

Work hours/week:.

3550 LENOX ROAD NORTHEAST:ATLANTA

City:.

6 days ago

Atlanta, GA

p>Required ā€¢ Series 7 and Series 66 licenses ā€¢ 2+ years of client service or operations experience in wealth management or financial services ā€¢ strong written and verbal communication skills ā€¢ exceptional attention to detail and follow through ā€¢ proficiency in Microsoft Office; comfort with CRM and workflow tool ā€¢ 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.

23 days ago
Ameriprise logo
New

Alpharetta, Georgia

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.

Business Support & Operations

Line of Business.

3 days ago
Morgan Stanley logo

Atlanta, GA
  • $33,280ā€“$88,000 / year

MSOnline, eSign, eAuthorization) ā€¢ Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team ā€¢ Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) ā€¢ Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team ā€¢ Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) ā€¢ Assist FAs / PWAs/ teams in delivering against their business plan and client service model ā€¢ Remaining current on all policies, procedures, and new platforms ā€¢ Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

DUTIES AND RESPONSIBILITIES:

ā€¢ Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships ā€¢ Executing money movement transactions at the request of the client and/or FA/PWA/team ā€¢ Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) ā€¢ Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team ā€¢ Educating or enrolling clients in digital tools (e.g.

30+ days ago

Atlanta, GA

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).

20 days ago

Alpharetta, GA

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).

30+ days ago

Atlanta, GA

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.

30+ days ago

Atlanta, GA

p>We're looking for a Client Associate to:

ā€¢ keep management systems up to date with client information ā€¢ educate clients on account services and capabilities ā€¢ assist with resolving client issues, questions, and requests related to their accounts ā€¢ help with the preparation of reports and other materials for client meetings ā€¢ perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) ā€¢ participate in team projects and meetings ā€¢ complete firm-initiated projects. Visit ubs.com/careers.

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 Ɨ To proceed with your application, you must be at least 18 years of age.

24 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

Alpharetta, 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serveJob Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).

30+ days ago

Alpharetta, GA

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.

13 days ago

Atlanta, GA

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.

30+ days ago

Dunwoody, Georgia

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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.

30+ days ago

Roswell, Georgia

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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.

30+ days ago

Johns Creek, Georgia

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.

20 days ago

Suwanee, Georgia

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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.

26 days ago

Atlanta, GA

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30+ days ago

Atlanta, GA

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.

30+ days ago

Suwanee, GA
  • $27.38ā€“$45.61 / 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.

11 days ago
Infosys Ltd logo

Atlanta, GA
  • $100,000ā€“$187,000 / 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.

30+ days ago

GA

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.

    • 30+ days ago

    Atlanta, Florida

    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.

    17 days ago
    Automatic Data Processing Inc logo
    New

    Alpharetta, GA

    p>To learn more about Client Services at ADP,ā€Æwatch here:ā€Æhttps://adp.careers/Client_Services_Videos.

    In this role, you willā€Æserve as ADP's front-line forā€Æsolving clients'ā€Æchallenges, including issue resolution, answering questions,ā€Æhelping clients,ā€Ætraining their users on ADP technology, and more.

    3 days ago
    Fiserv Inc logo

    GA
    • $120,000ā€“$198,000 / 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.

    30+ days ago
    New

    Atlanta, GA
    • $18ā€“$27 / 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.

    6 days ago

    Atlanta, GA

    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.

    30+ days ago

    Alpharetta, GA

    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.

    30+ days ago

    Dunwoody, GA

    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.

    30 days ago

    Sandy Springs, GA

    p>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.

    13 days ago

    Cumming, GA

    p>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.

    13 days ago

    Acworth, GA

    Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies 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 Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. 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.

    30+ days ago

    Atlanta, GA

    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.

    30+ days ago

    Duluth, GA

    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.

    25 days ago

    Atlanta, GA

    p>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.

    30+ days ago

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