- PNC (Atlanta, GA)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience ...has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected… more
- Deloitte (Atlanta, GA)
- …participation in one or more practice initiatives + Connect with your support network ( Manager , Coach and On Boarding Advisor ) on a monthly basis The Ideal ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing...and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on March… more
- Truist (Atlanta, GA)
- …enable individuals with disabilities to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private ... deliver fiduciary advice directly to clients or to the client team, depending on segmentation. 2. Partners with ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- Pegasystems (Atlanta, GA)
- Client Success Manager Job Category: Client...business experience + 8+ years relevant work experience , 3+ years in a client success, account ... client 's success. **Picture Yourself at Pega:** A Client Success Manager is responsible for maintaining...**What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to… more
- BrightLink (Atlanta, GA)
- … Client Support and Product Development departments) to improve the entire client experience . Primary Job Responsibilities + Drive client success ... on the Statement of Work (SOW) + Develop trusted advisor relationships with key accounts, client stakeholders...to identify and grow opportunities + Assist with challenging client requests or issue escalations as needed Experience… more
- Morgan Stanley (Alpharetta, GA)
- …and external teams to ensure successful Compliance audits * Interface with client contacts, financial advisor team, service center, and internal operations ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Success Manager * **Location:** *Georgia-Alpharetta* **Requisition ID:**… more
- Morgan Stanley (Atlanta, GA)
- … Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Morgan Stanley (Alpharetta, GA)
- …Morgan Stanley institutional client participants and retail clients to enhance the client experience , assist in safeguarding client assets, and provide ... support to both new and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service...servicing client accounts, to create an exceptional client experience in a fast-paced environment *… more
- Topcon Positioning Systems, Inc (Atlanta, GA)
- …a trusted advisor , offering solutions and recommendations aligned with the client 's business objectives. + Target new and existing accounts through JV projects, ... career opportunities go to www.topconcareers.com . **Summary** The National Account Manager , Strategic Partner will lead and grow relationships with Topcon's most… more
- Bank of America (Atlanta, GA)
- …financial services products **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... Merrill Market Supervision Manager - Greater Atlanta Atlanta, Georgia **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- IBM (Atlanta, GA)
- …Professional Expertise + Programming coursework or experience a plus. + Prior work experience in client sales or service. About Business UnitIBM has a global ... Introduction A Customer Success Manager (CSM) Architect intern role in IBM means...Using excellent communication, you'll articulate their compatibilities with a client 's stack via use-case identification, solution architecture design, and… more
- Deloitte (Atlanta, GA)
- The MARS Quality and Risk Manager (QRM) will support internal client service engagement teams performing services in connection with a clients' potential ... experience + Education: BBA/BA/BS in related field and experience delivering M&A client services is desirable...appropriate support to all levels of leadership + Trusted Advisor - extensive track record of success in QRM… more
- IBM (Atlanta, GA)
- Introduction A Customer Success Manager Architect (CSM) focused on Artificial Intelligence (AI) in IBM means a career where you're helping clients fully realize the ... invest in IBM's products and services. Your Role and Responsibilities A Customer Success Manager AI role in IBM has unique attributes. In addition to the people… more
- Centralsquare Technologies (Atlanta, GA)
- … satisfaction, client references, add-on sales, and continued renewal of the client 's annual system maintenance. The Account Manager will work under moderate ... Account Manager (Public Administration - Remote) Atlanta, GA (Remote)...and other MS Office products *Minimum of 3-5 years of client -facing sales experience . (Preferably software sales)… more
- PNC (Atlanta, GA)
- …relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience . Focuses on bringing entire bank to the client ... needed to be successful in this position. **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and… more
- Deloitte (Atlanta, GA)
- Finance Consulting - Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to ... role ends on 2/1/2025 Work you'll do As a Manager , you will lead and deliver small engagements, or...responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs… more
- Deloitte (Atlanta, GA)
- …as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will utilize your prior experience to provide tax compliance and advisory services ... experience with investment management or partnership taxation + Experience managing projects including scheduling, budgeting, client correspondence, and… more
- Robert Half Finance & Accounting (Lawrenceville, GA)
- Description FINANCE MANAGER - Well-known SaaS Company in Gwinnett County My client , a very well-known software company located in Gwinnett County, is searching ... for a Finance Manager to join their team for an immediate, direct-hire...Commercial Finance team and will be a trusted financial advisor to the senior executives and deliver quality financial… more
- Bank of America (Atlanta, GA)
- …preferred or equivalent relevant work experience **Skills:** + Business Development + Client Experience Branding + Client Management + Client ... Business Banking Senior Relationship Manager - Atlanta North Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Deloitte (Atlanta, GA)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services practice who...various industry sectors. You will work directly with the client , have access to an elite group of specialists… more