Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesAtlanta, GA$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate Director, Client Strategy - Remote LaterAssociate Director, Client Strategy - RemoteAtlanta, GARemote$145,000–$160,000 / yearThe Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts. By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.
NewAssociate Attorney JobotAssociate AttorneyAtlanta, GA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing a caseload from start to finish, collaborating with partners on case strategy, and working closely with expert witnesses.
NewArchitectural Project Associate JobotArchitectural Project AssociateAtlanta, GA$55,000–$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
Retail Customer Service Associate FedExRetail Customer Service AssociateAtlanta, GeorgiaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewSenior Commercial Client Specialist First Horizon BankSenior Commercial Client SpecialistAtlanta, GAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision .
NewCommercial Banking Client Specialist First Horizon BankCommercial Banking Client SpecialistAtlanta, GAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients .
NewBusiness Development Associate Vaco LLCBusiness Development AssociateBrookhaven, GA$60,000–$65,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Quality Control Senior Associate HITT ContractingQuality Control Senior AssociateAtlanta, GAExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects. Active certification with the Army Corps of Engineers- Construction Quality Management for Contractors or an inactive certification that needs to be refreshed within 3 months of hire.
Senior Associate, Virtual Construction HITT ContractingSenior Associate, Virtual ConstructionAtlanta, GAHITT Contracting is seeking a creative, dynamic, and results-driven Senior Associate of Virtual Construction to lead construction process evolution and provide effective virtual construction services on HITT’s most complex projects. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Office & Payroll Associate SDA CPA Group, P.C.Office & Payroll AssociateDunwoody, GA$20–$23 / hourSDA CPA Group helps small business owners reduce financial stress through proactive accounting, payroll, tax planning, and organized financial systems. We are committed to creating a supportive environment where team members can grow professionally while delivering exceptional service to clients.
NewFull Stack Java Engineer - Aladdin Engineering, Alternatives, Associate BlackRockFull Stack Java Engineer - Aladdin Engineering, Alternatives, AssociateAtlanta, GA$120,000–$148,000 / yearTo help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. As a Full stack Developer, you will be a key member of the Aladdin Engineering team in Atlanta, primarily responsible for designing and enhancing solutions for Alternatives Investments Business.
Associate Attorney The Morgan Law Group, P.A.Associate AttorneyAtlanta, GAThis role requires strong legal analysis, organization, and the ability to move cases forward efficiently while maintaining excellent client service and communication. Evaluate liability, damages, and settlement opportunities; participate in negotiations to resolve matters efficiently.
NewAssociate Attorney - Probate Administration Nelson Elder Care LawAssociate Attorney - Probate AdministrationMarietta, GAAt Nelson Elder Care Law, you will gain hands-on legal experience, work directly with clients, have a true mentor, and make an impact directly with the families we serve. From your first day, you'll have the opportunity to interact with clients, attend hearings, participate in strategy discussions, and build the skills necessary to become a confident, successful attorney.
Associate Attorney Law Firm GC, LLCAssociate AttorneyAtlanta, GA$140,000–$190,000 / yearMore specifically, we assist lawyers and law firms in starting law firms, law firm structuring, partnership agreements, buying and selling law firms, lateral moves, separation agreements, law firm dissolutions, legal malpractice, attorney fee disputes, risk management, succession planning, ethics advice, and more. Excellent analytical, organizational, prioritization, and time management skills, along with the ability to work under tight deadlines and execute efficiently against multiple, high-priority projects.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateAtlanta, GeorgiaOur 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).
Registered Client Service Associate (Alpharetta, GA) Raymond James Financial IncRegistered Client Service Associate (Alpharetta, GA)Alpharetta, GAThe 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).
Registered Client Service Associate- Atlanta, GA Raymond James Financial IncRegistered Client Service Associate- Atlanta, GAAtlanta, GAThe 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).
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Centralized Brokerage Registered Client Service Associate Truist Financial CorpCentralized Brokerage Registered Client Service AssociateAtlanta, GADemonstrated 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.
Client Service Associate Merit Financial AdvisorsClient Service AssociateMarietta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
Client Service Associate Fiserv IncClient Service AssociateGA$120,000–$198,000 / yearFor 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.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryAtlanta, GeorgiaRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
Client Services Associate Rubicon Technologies IncClient Services AssociateAtlanta, GARemote$20–$22 / hourThe 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.
Client Service Associate AmeripriseClient Service AssociateAtlanta, GeorgiaProvide client relationship support through interacting directly with clients, responding to client questions and requests, problem resolution, coordinating, and tracking business-as-usual projects, preparing and submitting account applications, and a broad range of other service tasks. Handle administrative tasks including preparing and processing forms, coordinating with Home Office and third-party providers, and managing document workflows (print, scan, mail, upload).
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateAtlanta, GeorgiaOur 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 Services Associate TransPerfect IncClient Services AssociateAtlanta, GAIn 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.
Client Service Associate (Hybrid Opportunity) Wealth Enhancement Group LLCClient Service Associate (Hybrid Opportunity)Atlanta, GAOur 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). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateDuluth, GeorgiaAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Brokerage Client Service Associate - Columbus or Atlanta, Georgia Truist Financial CorpBrokerage Client Service Associate - Columbus or Atlanta, GeorgiaAtlanta, GAGeneral 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.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateMarietta, GeorgiaElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Senior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesAtlanta, GASenior 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.
Associate Manager - Client Services - Manufacturing Infosys LtdAssociate Manager - Client Services - ManufacturingAtlanta, GA$100,000–$187,000 / yearThe 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.
Associate Client Service Manager - Employee Benefits Hylant GroupAssociate Client Service Manager - Employee BenefitsAtlanta, FloridaParticipate 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. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
Associate, Client Accounting Services Onboarding Aprio Technologies, Inc.Associate, Client Accounting Services OnboardingAtlanta, GAGain hands-on experience with a broad range of accounting, finance, and e-commerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach Reporting, while demonstrating curiosity and a willingness to learn new systems quickly. 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.
Registered Client Associate, (Client Experience & Marketing) UBS Group AGRegistered Client Associate, (Client Experience & Marketing)Atlanta, GARequired • 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.
Part-Time Senior Client Associate Wells Fargo & CoPart-Time Senior Client AssociateAlpharetta, GAThey 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.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesAtlanta, GA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Experience Associate - Dunwoody Village PNC BankClient Experience Associate - Dunwoody VillageDunwoody, GeorgiaIn 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.
Client Experience Associate PNC BankClient Experience AssociateRoswell, GeorgiaIn 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.
Client Experience Associate - Peachtree Parkway PNC BankClient Experience Associate - Peachtree ParkwaySuwanee, GeorgiaIn 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.
Client Experience Associate - John's Creek PNC BankClient Experience Associate - John's CreekJohns Creek, GeorgiaIn 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.
Rep., Client Services (CPD) The ODP CorpRep., Client Services (CPD)Buford, GAThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.
Rep., Client Services (CPD) Office DepotRep., Client Services (CPD)Buford, GA$15.20–$25.84 / hourThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
NewRep., Client Services (CPD) The ODP Group, LLCRep., Client Services (CPD)Buford, GA$15.20–$25.84 / hourThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Associate Director, Client Intake & Compliance Alston & BirdAssociate Director, Client Intake & ComplianceAtlanta, GeorgiaThe 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.
Client Relationship Associate Vident Asset ManagementClient Relationship AssociateAlpharetta, GAFounded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. The CRA will serve as the primary liaison between Vident and its clients, focusing on nurturing long-term partnerships, ensuring client needs and expectations are being met and driving client retention and growth.
Associate Client Manager, Commercial Risk - Construction Practice The Baldwin Group Insurance Holdings, LLCAssociate Client Manager, Commercial Risk - Construction PracticeAtlanta, GAObtain 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.
Tax Manager - Private Client Services Andersen Tax LLCTax Manager - Private Client Servicesatlanta, GA$125,000–$201,900 / yearThe 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 Proficient use of technology. 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.