- 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 ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … 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 (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
- 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… 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
- 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
- ADP (Alpharetta, GA)
- …to deliver exceptional quality service to clients on health and wealth activities. Drive associate engagement, retention, talent/career development, performance ... and operational standards. Monitor cases, service level agreements (SLAs) and client satisfaction. Utilize call monitoring, tNPS, NPS and additional channels to… more