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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

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FULL_TIME

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

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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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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.

HOUR

Client Support Associate

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Ministry Brands Holdings, LLC.

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

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

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

PART_TIME

Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. 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 - 3497

Client Service Associate

Client Service Associate- Walmart

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

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

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.

Wealth Enhancement Group LLC

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). 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).

Wealth Enhancement Group Acquisition

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. Bank

Foreign Exchange Client Services Associate - Operations

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

Coordinate across internal stakeholders such as laboratory teams, order processing teams, finance, and customer success teams to ensure samples are moving appropriately through the lab, proactively flagging samples at risk or bottlenecks, and actioning swiftly to ensure projects meet budget and timeline. Responsibilities: Support the Client Management Operations team by managing client (including government, DTC companies, researchers) activities by collecting key project metrics, organizing project performance, and providing proactive, detailed client-facing materials for the client touchpoints and other meetings.

Tempus

Senior Associate, Client Management Operations

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Aprio

Senior Accounting Associate, Client Accounting & Advisory Services

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SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Client Associate Jobs in Roswell, GA

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.

Client Advisory Associate PrimeRevenue Inc

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

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

Client Service Associate Jackson Hewitt - 3497

Client Service Associate- Walmart Jackson Hewitt - 3497

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

P&C - Client Service Associate Sterling Seacrest Pritchard

Client Service Associate Wealth Enhancement Group LLC

Associate Strategic Client Executive - TPA Zelis Healthcare, Inc.

Client Service Associate Wealth Enhancement Group Acquisition

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

Client Service Associate Morgan Stanley

Senior Associate, Client Management Operations Tempus

Senior Accounting Associate, Client Accounting & Advisory Services Aprio

Associate, Client Service Solutions SCS Capital Management

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