- Truist (Atlanta, GA)
- … fiduciary and investment management knowledge 3. For specialty support teammates, commercial or specialty-industry experience **General Description of Available ... located in Atlanta, GA.* Provides in-office client and advisor support to a team of Wealth Advisors managing a...front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and… more
- Truist (Atlanta, GA)
- …working with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services, and insurance services) in a manner that...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- BlackRock (Atlanta, GA)
- …whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset Model ... Relationship Management** + Act as a dedicated client servicing specialist , delivering proactive engagement and exceeding client expectations through tailored… more
- Truist (Atlanta, GA)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services, and insurance services) in a manner that...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more