- Fox Rothschild LLP (Atlanta, GA)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- Robert Half Legal (Atlanta, GA)
- …probate documents, and trust accountings + Collaborate with attorneys on entity formation, tax planning , and compliance + Utilize tools like EstateWorks, GEMS, ... Description Tax & Wealth Paralegal | Atlanta,...Description Tax & Wealth Paralegal | Atlanta, GA | Up to...Trusts & Estates Paralegal with a passion for precision, client service, and complex fiduciary matters? A highly respected,… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate… more
- City National Bank (Atlanta, GA)
- … Wealth Strategists and Wealth Strategists to analyze a client 's current financial situation, identify appropriate planning strategies and techniques, and ... * Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- Truist (Atlanta, GA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- TIAA (Atlanta, GA)
- …Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ... ** Wealth Advisor** Supported with a robust array of...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Truist (Atlanta, GA)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... Executing on "run the business" activities including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives,… more
- Truist (Atlanta, GA)
- …services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. + Knowledge of Operational Procedures and systems. + ... while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.… more
- Bank of America (Alpharetta, GA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Alpharetta/Merrill-Market- Client -Relationship-Manager\_25039578-1) **Job Description:** ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Truist (Atlanta, GA)
- … in alignment with Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively ... client -facing, Digital and Platform teams 3. Enable advisor-led planning to include: development and delivery of training curriculum,...on planning strategy and support for advisor-led planning 9. Collaborate with Wealth Strategist team… more
- Truist (Atlanta, GA)
- …help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by ... partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate … more
- CIBC (Atlanta, GA)
- …years of experience in portfolio management, wealth management, personal tax , or financial planning . + Investment knowledge: Possess comprehensive ... succeed** + A proven track record of managing high-net-worth client relationships. + Expertise in investment and wealth... client relationships. + Expertise in investment and wealth advisory services. + A collaborative approach to ensure… more
- Truist (Atlanta, GA)
- …a Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside experience ... Privately Held Investment Officers. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) and outside vendors to render an extraordinarily… more
- Truist (Lilburn, GA)
- …support client service and development efforts (eg banking, mortgage, planning , investments, and insurance services). Ensure an integrated and seamless approach ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Atlanta, GA)
- …function that supports LOB- and Wholesale-wide communications (both internal and client /external) that leverage core and common delivery and content as applicable. ... deliver relevant training content across multiple functional groups (eg, sales, credit, client service and support). * Developing and executing against a roadmap to… more
- Truist (Atlanta, GA)
- …an Estate Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside experience 2. ... have passed away. Collaborate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily...disbursements + Open and close of accounts + Compile tax documents and information for the preparation of estate,… more
- Truist (Atlanta, GA)
- …bankers and product partners to collaborate on opportunities and engage in strategic client planning . 3. Independently manages a portfolio of clients with TS ... consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial… more
- Truist (Atlanta, GA)
- …Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk ... Management. Should drive a consistent client experience that positions Truist as the Premier Advisory...inclusion of IRM partners in sales meetings and call planning , joint calling with relationship managers, and development and… more
- Truist (Atlanta, GA)
- …Experience in banking, insurance, financial services, and/or investments across multiple client segments including consumer, small business, wealth and ... and priorities for products, services, and experiences targeted for various client groups across the organization. 2. Responsible for understanding industry… more