Associate, Client Operations
3 weeks ago
Operational Responsibilities, including but not limited to:As assigned, facilitate the onboarding of new accounts by working closely with the intermediary, custodian, and internal teams (Business Development, Portfolio Management, Investment Operatio Operations, Associate, Business Development, Operation, Salesforce, Microsoft, Manufacturing
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Senior Client Associate
16 hours ago
Atlanta, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Service Associate
3 weeks ago
Atlanta, United States The Judson Group Full timeClient Service Associate – Wealth Management | Atlanta, Georgia Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment...
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Client Operations Manager
4 weeks ago
Atlanta, United States Corps Team Full timeOur client, a leading independent investment management firm, is seeking an experienced Client Operations Manager for a 6 month contract in Atlanta, GA. This position is hybrid with 2 days on site, and 3 days remote. Summary Your role as a Client Ope Operations Manager, Operations, Relationship Manager, Manager, Client Service, Management, Business Services,...
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Client Service Associate I
3 weeks ago
Atlanta, United States Arthur J. Gallagher & Company Full timeThe Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role repor Client Service, Associate, Client Support, Service, Client Relations, Retail, Insurance
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Associate, Client Contracting
3 weeks ago
Atlanta, United States BlackRock, Inc. Full timeAbout Client Experience. Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:Client Ex Associate, Contract, Client, Contracts, Operations, Business Services, Manager
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Client Partnerships Associate
18 hours ago
Atlanta, United States Publicis Groupe Full time**Company Description** From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and 1,000+ associates across 7 different countries, CJ (formerly...
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Associate Manager, Client Relationship Manager
3 weeks ago
Atlanta, United States SS&C Full timeAssociate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...
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Associate Director Client Engagement
6 days ago
Atlanta, United States GTB Full timeDescription Who we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part...
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Associate Director Client Engagement
15 hours ago
Atlanta, United States GTB Full timeDescriptionWho we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative...
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Operations Associate, Atlanta
1 month ago
Atlanta, Georgia, United States Alexander McQueen Full timeInnovative, uncompromising, romantic, provocative, upholding the power of emotion and the touch of the human hand: these are all elements that describe the fashion of the house of Alexander McQueen. The brand is synonymous with modern British couture, renowned for its strong identity and celebration of unbridled creativity. Integral to the McQueen culture is...
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Wealth Management Client Associate
3 weeks ago
Atlanta, Georgia, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Client Success Associate
21 hours ago
Atlanta, United States Corient Private Wealth LLC Full timeJoin a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...
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Operations Associate
6 hours ago
Atlanta, United States Flexport, Inc. Full timeAbout Flexport: At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $8.6T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes-from emerging brands to Fortune 500s-use...
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Client Relations
3 days ago
Atlanta, United States Priority Sports & Entertainment Full timeFull-Service Sports Management & Marketing agency is currently seeking Client Relations and Operations Manager to join our team to help execute day to day department processes, client service initiatives, and community service endeavors for our clients within our football division. Requirements: Bachelor’s DegreeAt least 3 years related administrative...
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Client Relations
3 days ago
Atlanta, United States Priority Sports & Entertainment Full timeFull-Service Sports Management & Marketing agency is currently seeking Client Relations and Operations Manager to join our team to help execute day to day department processes, client service initiatives, and community service endeavors for our clients within our football division. Requirements: Bachelor’s DegreeAt least 3 years related administrative...
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Atlanta, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
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Associate, Investment Operations and Trading
3 hours ago
Atlanta, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
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Registered Client Service Associate
2 weeks ago
Atlanta, United States Raymond James Financial Incorporated Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...
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Client Service Associate
6 hours ago
Atlanta, United States Ronald Blue & Co. Full timeApply Job Type Full-time Description Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their...
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Client Service Associate
8 hours ago
Atlanta, United States Ronald Blue Trust Full timeJob Type Full-timeDescriptionProvides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and...