- Bank of America (Atlanta, GA)
- Wealth Management Client Associate Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Atlanta, GA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Client Service Associate * **Location:** *Georgia-Atlanta* **Requisition ID:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Alpharetta, GA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Success Associate * **Location:** ... Morgan Stanley at Work, a division of Morgan Stanley Wealth Management , provides workplace financial solutions that... Associate is an operational role within the Client Success Management Processing Center, executing repeatable… more
- Morgan Stanley (Alpharetta, GA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate (Alpharetta, GA)* ... Virtual Client Solutions team is seeking a * Client Service Associate *in our*Alpharetta, GA *location*...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Morgan Stanley (Atlanta, GA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Alpharetta, GA)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- BlackRock (Atlanta, GA)
- **About this role** **About this role** This Associate Product Management role will work on Aladdin Wealth Tech's Proposal Management pillar, which ... Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to...the next generation of wealthtech capabilities. **Key Responsibilities** The Associate Product Management role is ideal for… more
- BlackRock (Atlanta, GA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- BlackRock (Atlanta, GA)
- …platform, ** Wealth -** differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations-** core ... and external demands within timeframes + Knowledge of the asset management industry (fund types, client base and strategies, operational set up and products) and… more
- BlackRock (Atlanta, GA)
- …** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations** , core ... mission via research and competitive insights, analytics, marketing, business and change management . **Team Overview** **The Client Service Officer (CSO) team… more
- Morgan Stanley (Alpharetta, GA)
- …Trade specialist; Wealth Management ; wealth planning **Job:** ** Wealth Management * **Title:** *Virtual Client Financial Advisor - Alpharetta, GA* ... Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides**you with the security...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Cherry Bekaert (Atlanta, GA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all...accounting procedures ensuring compliance with GAAP + Overall day-to-day management of financial reporting accuracy and on-time processing of… more
- KPMG (Atlanta, GA)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 112111 - 28 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Atlanta, GA)
- …available within the Workday application + Identify and communicate findings to senior management and client personnel Qualifications: + A minimum of three years ... **Business Title:** Senior Associate , Workday Learning **Requisition Number:** 112117 - 28...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- BlackRock (Atlanta, GA)
- …in our Model Portfolios business, one of the most significant evolutions in the Wealth Management industry over the last decade and a growth driver within ... at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor,… more
- KPMG (Atlanta, GA)
- **Business Title:** Sr Associate , Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 28 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cherry Bekaert (Atlanta, GA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- BlackRock (Atlanta, GA)
- …IFI includes BlackRock's iShares product line. With a global footprint, strong client orientation and an innovative product range, the fixed income suite sits ... include corporate and public pension plans, central banks, sovereign wealth funds and retail investors. **Your role and impact**...will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs and… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected… more
- ADP (Alpharetta, GA)
- …** Management ** : Works with various internal business partners to achieve client service levels. Leads project management activities related to Year End, ... associate performance and attendance feedback to Health and Wealth Operations Executive. + **Quality** **Assurance** : Provides monthly quality statistics… more