- Morgan Stanley (Alpharetta, GA)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our*Alpharetta, GA *location* *to help provide ... and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible for understanding firm policies,… more
- Morgan Stanley (Atlanta, GA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Georgia-Atlanta* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Alpharetta, GA)
- …diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Georgia-Alpharetta* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Atlanta, GA)
- …FL 5130 Parkway Plaza Blvd, Charlotte, NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, ... including Investment Care Center and Client Advisory Center. Responsible for the general servicing and...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL… more
- BlackRock (Atlanta, GA)
- …competitive insights, analytics, marketing, business and change management. **Team Overview** **The Client Service Officer (CSO) team sits within CX Delivery** ... Initially supporting senior members of the CSO team in all aspects of client service , you will be encouraged to progress rapidly, and take on responsibility for… more
- Banfield Pet Hospital (Roswell, GA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… more
- Banfield Pet Hospital (Roswell, GA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- BlackRock (Atlanta, GA)
- …the equivalent combination of experience. + Minimum 3+ years' minimum experience in a client service or operational role. + High level of attention to detail, ... fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors...We are looking for a highly organized and enthusiastic Client Operations Associate to support our … more
- Banfield Pet Hospital (Buford, GA)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... veterinary medical team. The Practice Manager, in partnership with the Chief of Staff (COS), ensures good communication with clients, associates, field leadership, Central Team Support, and PetSmart, and partners with the PetSmart Store Director, Salon… more
- Bank of America (Alpharetta, GA)
- Wealth Management Client Associate Alpharetta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Wells Fargo (Dunwoody, GA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- KPMG (Atlanta, GA)
- **Business Title:** Tax Associate , Global Executive & Private Client Group | Atlanta Fall 2024 **Requisition Number:** 112182 - 28 **Function:** Tax Services ... as a firm. KPMG is currently seeking a Tax Associate for our Global Executive & Private Client...analyze basic tax and accounting information + Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and… more
- BlackRock (Atlanta, GA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...client support, in partnership with internal teams** **Host service KPI meetings and oversee holistic service … more
- BlackRock (Atlanta, GA)
- …We are organized across 4 key pillars: ** Client Experience Delivery-** client -facing teams orchestrating all aspects of service delivery, and onboarding ... **About this role** **About Client Experience** Our mission within the Client...easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha.… more
- Publicis Groupe (Atlanta, GA)
- …for all. just to name a few of our great perks! **Job Description** As a Client Partnerships Associate , you will be a vital team player to your CJ account ... 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… more
- Otis Elevator Company (Marietta, GA)
- …30067 USA Otis Elevator Company is searching for a highly motivated Sr. Associate , Client Relationship Manager responsible for account management for all ... renewal efforts + Assist with customer concern resolution along with Operations, including Service PM and Supervisor + Partner with branch repair sales and business… more
- Banfield Pet Hospital (Roswell, GA)
- S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is rou tinely exposed to a variet y… more
- Banfield Pet Hospital (Chamblee, GA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...noise level in the work environment is moderately high. Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Buford, GA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more