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Guest Service Associate
5 days ago
RaceTrac Petroleum, Inc. Alpharetta, United StatesJob Description: · The Store Associate is responsible for supporting the General Manager in overseeing the operations and sales of a high volume convenience store retail outlet. This individual works with store management to provide associates with necessary supervision and leade ...
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Guest Services Associate
1 week ago
Emory Healthcare Atlanta, United States· JOB DESCRIPTION: · * Provides a welcoming and supportive environment for all people entering assigned areas. Provides paging for emergency situations. · * Greets and acknowledges all patients, guests and employees entering facilities with a smile and appropriate salutation (go ...
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Guest Services Associate
1 week ago
Emory Atlanta, United StatesJOB DESCRIPTION: · Provides a welcoming and supportive environment for all people entering assigned areas. Provides paging for emergency situations. · Greets and acknowledges all patients, guests and employees entering facilities with a smile and appropriate salutation (good morn ...
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Guest Services Associate
1 week ago
Travel + Leisure Atlanta, United StatesWe Put the World on Vacation · At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our vacation ownership brands, Club Wyndham, Worldmark, Margaritaville Vacation Club, and Shell Vacations Club, include more than 245 vacation club resort locations acros ...
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GUEST SERVICE ASSOCIATE
2 weeks ago
United Dairy Farmers Whitehall, United StatesUnited Dairy Farmers East Main St [Retail Associate / Team Member] As a Guest Service Associate at United Dairy Farmers, you'll: Greet Guests with a warm, authentic hello, and ensure store is prepared and ready for Guests at all times; Anticipate needs of Guests and provide assis ...
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Customer Service Associate
6 days ago
PEACHTREE DERMATOLOGY ASSOCIATES Atlanta, United StatesJob Description · Job DescriptionWe are seeking a Customer Service Associate to join our team You will be responsible for helping customers by providing assistance with Patient registrations in busy dermatology practice. · Responsibilities: · Handle customer inquiries and complai ...
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Member Services Associate
1 week ago
World 50 Group Atlanta, United StatesThe Opportunity :: · The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. · The Member Services Associate plays a critical role in supporting members aligned to their specific membership communi ...
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Client Service Associate
5 days ago
TalentLink Solutions Atlanta, United StatesWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...
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Member Services Associate
4 days ago
World 50, inc. Atlanta, United StatesThe Opportunity :: · The Member Services Associate plays a critical role in supporting members aligned to their specific membership community. As an MS Associate you will work closely with the Group Leader to manage the health of each membership by curating engagement with the u ...
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Client Service Associate
1 week ago
The Judson Group Atlanta, United StatesClient Service Associate – Wealth Management | Atlanta, Georgia · Reference Number: MHH7467 · Location: · Atlanta, Georgia · Judson Group has been retained by a holistic independent financial advisory firm in the search for a · Client Service Associate . The firm is known for ...
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Guest Services Associate
1 day ago
Emory Healthcare Atlanta, United StatesProvides a welcoming and supportive environment for all people entering assigned areas. Provides paging for emergency situations. Greets and acknowledges all patients, guests and employees entering facilities with a smile and appropriate salutation ( Guest Service, Associate, Gue ...
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Food Service Associate
2 weeks ago
Food City Atlanta, United StatesFood City - 311 North Main Street [Kitchen Staff / Food Prep] As a Food Service Associate at Food City, you'll: Prepare and produce "Quality" food & products; Make sandwiches, assist with Hot Bar, and slice meats and cheese; Serve food and drinks; Keep workstation and area around ...
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Payment Servicing Associate
1 day ago
LH Global Consulting Atlanta, United StatesJob Description · Job Description · Great place for those looking for a career type fortune 500 company to work for · Opportunity for growth and career advancement. · The Associate, Payment Servicing is responsible for supporting functions and processes within the Payment Servi ...
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Payment Servicing Associate
1 week ago
LH Global Consulting Atlanta, United StatesJob Description · Job DescriptionGreat place for those looking for a career type fortune 500 company to work for · Opportunity for growth and career advancement. · The Associate, Payment Servicing is responsible for supporting functions and processes within the Payment Servicin ...
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Guest Services Associate
5 days ago
Emory Healthcare/Emory University Atlanta, United States· JOB DESCRIPTION: · Provides a welcoming and supportive environment for all people entering assigned areas. · Provides paging for emergency situations. · Greets and acknowledges all patients, guests and employees entering facilities with a smile and appropriate salutation (good ...
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Patient Services Associate
1 week ago
Thomas Eye Group Atlanta, United StatesJob Details · Level · Entry · Job Location · CBO - Atlanta, GA · Position Type · Full Time · Education Level · High School · Travel Percentage · Hybrid Position · Job Category · Admin - Clerical · Description · Responsible for interacting professionally and efficient ...
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Customer Service Associate
1 week ago
Codeable Atlanta, United States Full timeAbout Codeable · Codeable connects a community of elite WordPress development experts from around the world with businesses that need a WordPress site built, developed, maintained, fixed or optimized. We're the only WordPress-exclusive services platform and community, with over ...
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Customer Service Associate
4 days ago
CoStar Realty Information, Inc. Atlanta, United StatesCustomer Service Associate - · Job Description · **Company Intro:** · CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar G ...
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Guest Services Associate
1 week ago
Wyndham Destinations Atlanta, United StatesWe Put the World on Vacation · At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our vacation ownership brands, Club Wyndham, Worldmark, Margaritaville Vacation Club, and Shell Vacations Club, include more than 245 vacation club resort locations acros ...
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Dining Services Associate
5 days ago
Emory Healthcare/Emory University Atlanta, United States**Description** · JOB DESCRIPTION: · + Teams with unit personnel to assure the delivery of meals to patients in a timely fashion in accordance with defined service standards. · + Assures that the tray and all components are accurate and attractively presented. · + Assures patient ...
Client Service Associate - Atlanta, United States - TalentLink Solutions
Description
We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions.Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our clients and our employees.
In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose.Join us as we shape the future of financial well-beingOur firm is looking for a Client Service Associate to support our advisors, our clients and our continued growth.
This is a critical role in our organization.This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents.
You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.Responsibilities & ActivitiesVerifies that all requests to custodians are received and handled to completionCoordinates, prepares, mails, and processes initial document packagesAnswers phones and assists clients with money movement request (checks, journals, wires, ACH), account transfers, tax documents, and beneficiary updatesManages new document intake, reconciliation, and follow up with clients on missing itemsIs responsible for monitoring custodian account alerts, researching issues and determining a resolution in accordance with the firm's client service guidelinesHandles all non-advisory tasks for the professional advisory teamInputs and maintains accurate client information in all appropriate databases and software applicationsTracks outstanding client transfers and purchases/redemptions of alternative assetsEffectively manages and prioritizes workflow created from CRM action items, phone calls from clients, emails, and additional work not flowing through the central databaseScans and files any paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessaryEnsures that complete cost basis information for client accounts is updated and available with the appropriate custodianOther special projects to support firm-wide process improvement and capabilitiesKnowledge, Skills, & AbilitiesBachelor's degree preferred1+ years' experience in the financial services industry with a concentration in securities and investment operationsFamiliar with Orion, Eclipse, Schwab and industry-specific CRM platforms preferredAdvanced Microsoft Office skillsExcellent communication skills and a sense of urgencyExcellent customer service and administrative abilitiesCan-do attitude, enthusiastic, and a strong aptitude for learningThe ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essentialOrganizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory dependThis person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position's responsibilitiesUncompromising integrityIntellectual curiosity about technology and awareness of current trendsSuperior initiative and ability to maintain high levels of personal accountabilityCapacity for independence and self-motivation in a high-volume environmentStrong work ethic, deadline-focused, and positive attitudeCollaborative team player who believes in relentless customer satisfaction