- Truist (Dunwoody, GA)
- …Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of ... deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon...but is not limited to, the delivery of excellent client service behaviors, support of the Truist… more
- Robert Half (Atlanta, GA)
- JOB REQUISITION Risk & Compliance - Credit Risk - Lender Due Diligence - Financial Services - Manager LOCATION ATLANTA - PEACHTREE RD ADDITIONAL LOCATION(S) ... to join our growing Lender Due Diligence team. Protiviti's Financial Services practice is widely recognized as...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- Crawford & Company (Peachtree Corners, GA)
- …for Loss Fund, tracking deposits for all accounts, and correctly applying cash to client invoices for both Service Fee and Loss Fund. This also includes ... and/or AP (banking) departments associated with Broadspire and US Services . This includes receiving all incoming checks and timely...ensuring proper client set up, billed and unbilled accounts receivable balances,… more
- Morgan Stanley (Alpharetta, GA)
- Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management ... of Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by… more
- Morgan Stanley (Alpharetta, GA)
- …function or elect to maintain administrative responsibilities within their corporation. The Client Service Manager (CSM) is responsible for providing ... Client Services provides stock plan administration...to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Success Manager * **Location:** *Georgia-Alpharetta* **Requisition ID:**… more
- Deloitte (Atlanta, GA)
- Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing ... portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics,...role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with… more
- Black & Veatch (Atlanta, GA)
- ** Client Account Manager - Power Generation and Grid North East Region** Date: Dec 18, 2024 Location: US Company: Black & Veatch Family of Companies **Together, ... and perspectives to use. \#LI-KG1 **The Opportunity** As the ** Client Account Manager - Power Generation &...address significant changes to the contract and/or scope of services . Ensures customer satisfaction on current projects; follows up… more
- Morgan Stanley (Alpharetta, GA)
- …internal and external teams to ensure successful Compliance audits * Interface with client contacts, financial advisor team, service center, and internal ... Morgan Stanley is a leading global financial services firm providing a wide...Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities,… more
- Morgan Stanley (Alpharetta, GA)
- …existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate* is responsible for understanding firm policies, procedures, ... alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants...to be successful in this role. *How Morgan Stanley Client Services Professionals Make an Impact*: *… more
- Iron Mountain (Atlanta, GA)
- …welcome your unique contributions? If so, let's start the conversation. The Senior Client Delivery Program Manager , Digital Solution (DS) is responsible for the ... of DS cross functional programs for new and existing customers. The Senior Client Delivery Program Manager works directly with customer stakeholders and internal… more
- CBRE (Atlanta, GA)
- …position at CBRE. **About the Role:** As a CBRE Sr Client Consulting Manager , you will provide consulting services to a select group of high-profile ... Sr Client Consulting Manager - Talent Community...Client Consulting function. They are responsible for Advisory services in relation to real estate operations and investments.… more
- PNC (Atlanta, GA)
- …valued 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 ... with PNC digital and technology teams to deliver capabilities that improve the client and advisor's digital experience * Partner with third-party vendors to deliver… more
- Morgan Stanley (Atlanta, GA)
- *POSITION SUMMARY:* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. ... The Client Service Associate assists with the development...oriented, self-motivated and results driven _*Reports to:*_ * Business Service Manager Morgan Stanley's goal is to… more
- BlackRock (Atlanta, GA)
- …English verbal and written skills + Proven client management skills and service philosophy + Proven people manager skills and ability to influence people ... for our clients, whilst ensuring we help build scale and evolve BlackRock's overall client servicing capabilities. ** Client Service Officer Role Overview** … more
- CIBC (Atlanta, GA)
- … Issue Resolution, Client Service , Digital Literacy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services At CIBC, ... foundations) and act as a trusted partner to the Client Service Manager (s) by serving...day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters… more
- Bank of America (Atlanta, GA)
- …management experience including hiring, coaching, and developing direct reports * Experience in financial services and knowledge of financial services ... Financial Center Manager - Peachtree Battle...owner and fostering a team environment, instilling an effective client -centric and risk culture in the center, and helping… more
- Bank of America (Atlanta, GA)
- …to work weekends and/or extended hours as needed Desired Qualifications: * Experience in financial services and knowledge of financial services industry, ... Financial Center Assistant Manager - Howell... center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters… more
- Deloitte (Atlanta, GA)
- …clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...per week + 8+ years' experience providing tax planning services or preparing and reviewing client work… more
- Deloitte (Atlanta, GA)
- …co-locate in person 2-3 days per week + 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
- Wipfli LLP (Atlanta, GA)
- …home, Wipfli offers a career-defining opportunity. Join our team as an Audit Manager , specializing in Financial Institutions. This role is dedicated to providing ... exceptional audit services to clients within the financial institutions...the adoption of FASB Accounting Standard Updates . Address client concerns and resolve problems as they arise while… more