Current jobs related to Client Service Associate - Atlanta, Georgia - CIBC

  • Client Service Associate

    2 weeks ago

    Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional personalized financial planning and investment management services to our clients. Our team-based approach and commitment to excellence have earned us a reputation as a trusted partner in achieving our clients' financial...

  • Client Services Associate

    5 days ago

    Atlanta, Georgia, United States PrideStaff Full time

    Job DescriptionPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key Responsibilities:Provide exceptional client service and serve as a liaison between advisors and clients.Proactively follow up with...

  • Client Services Associate

    1 week ago

    Atlanta, Georgia, United States PrideStaff Full time

    Job SummaryPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key ResponsibilitiesReceive and route phone calls to appropriate parties or take messagesDeliver exceptional client service and serve as a...

  • Client Service Associate

    3 weeks ago

    Atlanta, Georgia, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our financial services.Key ResponsibilitiesAdministrative Support: Provide administrative support to our team, including...

  • Senior Client Service Associate

    2 weeks ago

    Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional personalized financial planning services to our clients. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide unique financial plans and investment management services to...

  • Senior Client Service Associate

    6 days ago

    Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach. With over 100 offices nationwide, we provide unique financial plans and investment...

  • Client Services Associate

    4 weeks ago

    Atlanta, Georgia, United States Nina Ross Functional Medicine Full time

    We are looking for a motivated and detail-oriented individual to join our team as a Reception Coordinator. This role is ideal for someone who is passionate about providing exceptional client experiences and thrives in a dynamic environment. Your friendly demeanor and positive outlook will create a welcoming atmosphere for every visitor, ensuring they feel...

  • Client Services Associate

    4 weeks ago

    Atlanta, Georgia, United States United Community Bank Full time

    Position Title: Customer Experience BankerReports To: Branch ManagerDirect Reports: N/AClassification: Non-ExemptSalary Grade: 5SUMMARYAs a Customer Experience Banker, you will play a vital role in providing exceptional service to our clients and potential customers.Your responsibilities will include assisting with various banking transactions and ensuring a...

  • Client Relationship Associate

    2 days ago

    Atlanta, Georgia, United States Capital Group Full time

    Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our client-facing team, you will be responsible for providing exceptional administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide...

  • Client Services Director

    5 days ago

    Atlanta, Georgia, United States LVI Associates Full time

    Job Title: Client Services ManagerThis is an exciting opportunity to join LVI Associates as a Client Services Manager, where you will play a key role in driving business growth and development in the construction industry.Key Responsibilities:Act as the primary contact for client relationships in Growth Territories.Lead business development, identify...

  • Client Services Director

    3 days ago

    Atlanta, Georgia, United States LVI Associates Full time

    Job Title: Client Services ManagerThis is an exciting opportunity to join LVI Associates as a Client Services Manager, where you will play a key role in driving business growth and development in new territories.Key Responsibilities:Act as the primary contact for client relationships in Growth Territories.Lead business development, identify prospects, and...

  • Client Service Associate

    2 weeks ago

    Atlanta, Georgia, United States TransPerfect Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TransPerfect. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, ensuring their language projects are completed efficiently and effectively.Key ResponsibilitiesRespond to client requests for new project...

  • Client Services Representative

    1 week ago

    Atlanta, Georgia, United States PrideStaff Full time

    About the RolePrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice. As a key member of our team, you will be responsible for delivering exceptional client service, managing day-to-day tasks, and ensuring seamless communication between...

  • Client Relationship Associate

    1 week ago

    Atlanta, Georgia, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our team, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key ResponsibilitiesProvide personalized support to financial advisors and...

  • Client Relations Associate

    4 weeks ago

    Atlanta, Georgia, United States Glynn Lockaby - State Farm Agent Full time

    Explore a Career with Glynn Lockaby - State Farm AgentAbout Glynn Lockaby's Agency:At Glynn Lockaby's State Farm Agency, we pride ourselves on our commitment to community service and customer satisfaction. With over 15 years of experience, Glynn Lockaby has established a reputation for excellence in the insurance industry. Our agency fosters a collaborative...

  • Client Service Coordinator

    3 weeks ago

    Atlanta, Georgia, United States Banfield Pet Hospital Full time

    Job SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through our hospital, maximizing the productivity of our veterinary medical team, and ensuring exceptional client care and communication. This position requires a strong ability to multitask, provide professional service, and educate clients about our...

  • Client Services Development Program

    2 weeks ago

    Atlanta, Georgia, United States Visa Full time

    Job DescriptionCompany OverviewVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable,...

  • Head of Client Services

    4 weeks ago

    Atlanta, Georgia, United States Itential Careers Full time

    Job OverviewThe Director of Implementation Services: Program Management is responsible for strategizing, organizing, and overseeing the deployment of Itential's platform and applications. This pivotal role ensures alignment between Itential's offerings and the strategic goals of our clients, facilitating successful outcomes.Leadership...

  • Client Relations Associate

    4 weeks ago

    Atlanta, Georgia, United States Glynn Lockaby - State Farm Agent Full time

    About Glynn Lockaby - State Farm AgentAgency Overview:Glynn Lockaby, a distinguished State Farm Agent, has been dedicated to serving the community with over 15 years of expertise. As a proud alumnus of Jacksonville State University, Glynn has built a legacy of excellence in the insurance sector. He values teamwork and camaraderie, often organizing engaging...

  • Culinary Service Associate

    4 weeks ago

    Atlanta, Georgia, United States Summit Food Service LLC Full time

    Culinary Service Associate Job Reference Number: 22136 Employment Type: Full-Time, Onsite Segment: Corrections Brand: Summit State: Georgia (US-GA) Position Overview: We are seeking a dedicated culinary service associate to join our corrections team in Atlanta, GA. In this role, you will engage in a variety of tasks, acquire numerous skills, and interact...

Client Service Associate

3 months ago

Atlanta, Georgia, United States CIBC Full time

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit (https:
)

The Client Service Associate supports Senior Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.

Responsibilities but not limited to the following:

Integral support for Senior Relationship Management team

Administrative support:
telephone back-up, prepare correspondence and maintain files

Cash processing and monitoring cash levels

Prepare materials for client meetings

Research client inquiries and bring about timely resolution

Run client statements, tax reports and ad hoc reports

Preparing expense reports

Organizing and coordinating client meetings

Preparing paperwork for sponsorships

Monitoring capital calls from Private Equity funds

Collecting and organizing client tax information

To Excel:

Willing accept advanced responsibilities for this role would be alternative and specialty asset administration as well as trust administration

Display initiative and exhibit the ability to work without direction

Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients expectations

Administer newly acquired knowledge to systems, processes and situations with proficiency

Qualifications:

Bachelors degree preferred

Strong client service commitment

Understanding of wealth management a plus

Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues

Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities

Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat

California residents your privacy rights regarding your actual or prospective employment (https:
)

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program , a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

GA-3290 Northside Pkwy, 7th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values:
Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Estimated Salary: $20 to $28 per hour based on qualifications.