- HUB International (Woodstock, GA)
- …career that helps local businesses in the community **SUMMARY:** We're looking for dynamic Account Advisor with a proven ability to solve complex problems and ... who are hungry for growth, change and strive for excellence. The ideal Account Advisor is highly strategic, diverse in capabilities and interest. In this role,… more
- Bank of America (Alpharetta, GA)
- Merrill Financial Solutions Advisor - Atlanta Buckhead & Associates Market Atlanta, Georgia;Alpharetta, Georgia; Atlanta, Georgia **Job Description:** At Bank of ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Atria Wealth Solutions (Alpharetta, GA)
- Financial Advisor - Alpharetta Alpharetta, GA, United States *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Navy Federal Credit Union (Alpharetta, GA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent ... link that was sent to you. Responsibilities + Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC… more
- Envista Holdings Corporation (Alpharetta, GA)
- …are a major dental manufacturing company in the orthodontic industry. The ideal ** Account Executive** is personable, a self-starter, has a strong work ethic, and is ... sales plans; along with developing and maintaining lasting relationships with each account . He/she will balance business retention, business expansion and new … more
- Travelers Insurance Company (Alpharetta, GA)
- …for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in ... could include rating/pricing, quoting and issuing policies as well as handling related account activity + Contribute to a positive workplace culture by building and… more
- Morgan Stanley (Alpharetta, GA)
- …other materials for client meetings * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a ... as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction… more
- Truist (Alpharetta, GA)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- ThermoFisher Scientific (Suwanee, GA)
- … Account Managers with negotiation strategy development and execution. Acts as trusted advisor for key contacts within an account and brings in technical ... drives sales strategies across the respective product lines. + Deeply understands account organizations and has the ability to develop trust and valued relationships… more
- Randstad US (Alpharetta, GA)
- …on solutions and a consultative selling approach that highlights our advisor and professional services credibilities. Responsibilities key responsibilities + Achieve ... across individual sales contributors. + Act as a key advisor to the Chief Growth Officer, Executive Vice President...experience + 5+ years of proven global sales and/or account management experience, with a proven ability to drive… more
- HP Inc. (Alpharetta, GA)
- …a trusted advisor . + Partners effectively with others in the account to ensure problem resolution and customer satisfaction. + Communicates and articulates the ... a proposed customer solution. Team collaboration. + Actively supports the account team with solution advice, proposals, presentations, and other customer… more
- Cherry Bekaert (Alpharetta, GA)
- …accounting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement ... and performing a variety of engagements including but not limited to: Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of… more
- Bank of America (Alpharetta, GA)
- …and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the ... seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue… more
- ADP (Alpharetta, GA)
- …and new feature set up requests (eg, Group Term Life, Health Savings Account , direct deposit calculations, Benefit Accruals, etc.). + **Payroll Processing & Tax** . ... to do your job. + **Consultation** . You will act as a trusted advisor to your clients and provide consultative support and recommendation on product optimization… more