- Paycom Online (Atlanta, GA)
- …**RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth and effective transition of client ... work + 401(k) with matching + Employee Stock Purchase Program to help you build wealth for the future + Company + team-based events to create community + Ongoing… more
- Truist (Duluth, GA)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain...various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate… more
- BlackRock (Atlanta, GA)
- …Atlanta - with occasional territory travel. **Business Description:** BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US ... USWAs mandate is to deliver One BlackRock to retail. **Role Description:** BlackRock Wealth Solutions Specialists in US Wealth Advisory are responsible for… more
- Truist (Atlanta, GA)
- …Investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers ... and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality...3-5+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or… more
- BlackRock (Atlanta, GA)
- **About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts ... Demonstrate a deep understanding of sponsor platforms across the wealth landscape, including strategies available, pricing structures, operational connectivity, and… more
- Truist (Atlanta, GA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Truist (Atlanta, GA)
- …client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service ... to our Wealth Clients. Essential Duties and Responsibilities Following is a...3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client… more
- AIG (Atlanta, GA)
- …reimagining the way we help customers to manage risk. Join us as a Recovery Specialist , Large Loss to play your part in that transformation. It's an opportunity to ... improvement and consistent outcomes. AIG manages claims using a wealth of technical and market knowledge about risks, business...environment. How you will create an impact The Recovery Specialist is responsible for the end- to- end recovery… more
- BlackRock (Atlanta, GA)
- …Chicago - with occasional territory travel. **Business Description:** BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US ... BlackRock to retail. **Role Description:** BlackRock Retirement Specialists in US Wealth Advisory are responsible for accelerating the growth of BlackRock retirement… more
- Truist (Atlanta, GA)
- …for clients who have passed away. Collaborate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service ... to our Wealth Clients and their beneficiaries. Essential Duties and Responsibilities...3+ years in the role as an Estate Support Specialist , trust experience, investment, banking or financial planning-related client… more
- Honeywell (Atlanta, GA)
- **SR EVENT & MARKETING SPECIALIST ** As a Sr Even & Marketing Specialist here at Honeywell, you will assume a leadership role in orchestrating impactful events ... launches and trade shows to corporate gatherings and promotional campaigns. Your wealth of experience will be pivotal in ensuring flawless event logistics, while… more
- SCI Shared Resources, LLC (Sandy Springs, GA)
- …our compassionate team at SCI today! About this position: The Transfer Specialist is responsible for safely and effectively transporting deceased individuals from ... and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates… more
- First Horizon Bank (Atlanta, GA)
- …through Friday, 9:00am to 5:00PM **Summary** The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Honeywell (Atlanta, GA)
- …maintenance, and upgrades of systems. **THE POSITION** As a **Lead Customer Marketing Specialist ** here at Honeywell, you will play a crucial role in the development ... least 3 years of experience in customer marketing or related roles, bringing a wealth of knowledge and expertise to the team + Customer-centric mindset, as we… more
- Deloitte (Atlanta, GA)
- …to work in a collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new ideas and collaborate on ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- HUB International (Woodstock, GA)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... community support and involvement through HUB Gives** **SUMMARY:** The Account Specialist 's primary responsibility is to establish and grow a close, supportive,… more
- Truist (Atlanta, GA)
- …Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products. Loan IQ and experience with syndication loans. Essential Duties and ... Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Support all LOB's with the execution and… more
- Deloitte (Atlanta, GA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... brings clients the knowledge of industry leaders who understand the relevant processes and technologies for their industry-and apply them with a process and mindset that tailors transformational change to their specific organization. Qualifications Required +… more
- Truist (Atlanta, GA)
- …Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. ... recognition, compensation and promotions. 8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy… more
- Truist (Atlanta, GA)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Provide financial planning guidance in… more
