- Fidelity TalentSource LLC (Atlanta, GA)
- …Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Atlanta Metro area! While you will ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Segal (Atlanta, GA)
- …actuarial exams passed with active progression to credentialed status (ASA preferred).Strong client service skills and technical expertise. A big picture ... product, managing projects, mentoring/guiding others, providing technical support on complex client projects and related actuarial issues.The Pension Associate … more
- Stellantis Financial (Atlanta, GA)
- …core mission which is enhancing our customer's experience. Summary Fraud Investigation Associate ensures full compliance with the USA Patriot Act by investigating, ... Work with line of business contacts and subsidiaries to better understand total client relationships as it may be related to identify potent ID Theft activity.… more
- TTEC (Atlanta, GA)
- …and ignite your career with TTEC's award-winning employment experience. As a Sales Service Delivery Manager working hybrid in Tempe, Arizona/US, you'll be a part of ... goals and motivate their teams. You'll work to answer associate questions, resolve issues, provide feedback and know when...positive work environment for your team, ensuring we meet client requests and needs and acknowledge a job well… more
- Dexian - DISYS (Atlanta, GA)
- … client SLAs and delivery of KPIsProactively communicate with client regarding potential service issuesRepresent Financial Reporting operations internally ... POSITIONThe Mutual Fund Financial Reporting Associate will be responsible for the overall management,...teamsSupport client training initiatives, particularly to maximize client self- service (eg, VPR, NXT)Provide guidance regarding… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through… more
- TTEC (Atlanta, GA)
- …training. This includes making sure employees are giving proper verbal statements, client requirements and policies are being met, and finding similarities between ... associate scripts.You'll report to the Quality Assurance Manager. You'll...survey results. Review and evaluate operational procedures, including Customer Service interactions from all communication channels, service … more
- TTEC (Atlanta, GA)
- …smiles is what we do at TTEC for you and the customer. As a Customer Service Team Lead working onsite in Rochester, New York, you'll be a part of creating and ... sure they're on track to meet goals. You'll answer associate 's questions, issues, and customer escalation while ensuring quality...manager for your team. You'll report to the Customer Service Manager. We're looking for a leader to Act… more
- TTEC (Atlanta, GA)
- Bringing smiles is what we do at TTEC for you and the customer. As a Service Delivery Team Lead working remotely, you'll be a part of creating and delivering amazing ... team to make sure they're on track to meet goals. You'll answer associate 's questions, issues, and customer escalation while ensuring quality customer experience on… more
- Capstone Logistics, LLC (Peachtree Corners, GA)
- …at any given point in time. The Manager will be responsible for the Service level, Safety, Associate Engagement, and Financial Results of those projects as ... the warehouse crew. We provide unloading services for our client . The Project Manager will be responsible for the...a daily basis. * Document and resolve any customer service or associate issues daily. * Ensure… more
- Capstone Logistics, LLC (Peachtree Corners, GA)
- …states and Canada. Our customers are primarily focused in the grocery, food service and retail end markets. SCHEDULE: Monday- Friday, Typical Corporate hours Main ... proactively translate business needs into creative HR solutions Perform associate relations activities including counseling on conflict resolution, performance… more
- Beacon Hill Staffing Group, LLC (Norcross, GA)
- …in a fast-paced goal-oriented Accounts Receivable department.* Providing customer service regarding collection issues, resolve client discrepancies and ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- 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 (Atlanta, GA)
- …diversifying its workforce. M/F/D/V **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
- 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 (Chamblee, 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
