Client Service Associate - Atlanta

Focus Partners Wealth is seeking a Client Service Associate to join our team. The Client Service Associate provides account support services and helps advance the commitment to providing an exceptional experience for every client. · ...

Provides secretarial and administrative services for Entity C-Suite or VP. · ...

We are seeking a polished and motivated Client Service Associate to join our Atlanta team.This role is ideal for individuals who enjoy working directly with clients, maintaining strong professional relationships, and ensuring exceptional service delivery. · ...

We are seeking a Client Service Associate to join our team. The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client.The annualized base pay range for this role is e ...

Firm Summary: Winged Keel Group is the premier national high-end life insurance platform. Position Summary: Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. · Obtain policy values, forms, and informati ...

The Payment Servicing Associate is primarily responsible for supporting functions and processes within the Payment Servicing Teams by processing requests received via multiple channels. · This position will ensure all requests/tasks are processed within HCAs timeframes, KPI's and ...

We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and Internet portals. ...

Focus Partners Wealth seeks a Client Service Associate to join the team The CSA provides account support services including onboarding and portfolio accounting and reporting. · Assisting clients with preparation of account applications. · Preparing financial schedules and analyse ...

We're building a relationship-oriented bank for the modern world. · We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. · ...

Join our growing company The Millennium Group TMG an award winning business process outsourcing firm focused on print mail document scanning reception and related office support services for Fortune 500 companies professional service firms and institutions of higher education. · ...

We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and Internet portals. · Provide timely and accurate information to inbound custo ...

The Payment Servicing Associate is primarily responsible for supporting functions and processes within the Payment Servicing Teams by processing requests received via multiple channels. · ...

Squire Patton Boggs (US) LLP seeks an Associate to join our retail and consumer banking team as part of the Global Financial Services Practice Group. · Drafting, negotiating and documenting complex commercial transactions for various retail and consumer banking lines of business; ...

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · We offer competitive pay and excellent benefits including medical insurance, · retirement plans and educational assistance..This job specification should not ...

+ Operate within our CFO Services team.+ Classification and recording of bank account and credit card details+ Recording all transactions for a given entity+ Production of basic financial reports+ Understanding of operational accounting, cash management, and payroll functions are ...

The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. · ...

We are seeking a dedicated and personable Customer Service Associate to join our team.The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company provided services as well as communicati ...

We are seeking an Associate, CFO Services, · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, · Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, a ...

+Be inspired. Be valued. Belong. · + · +Provides wayfinding assistance, communicates services and promptly responds to inquiries. · Provides helpful, safe and supportive experience for all people entering the facility. · ...

Focus Partners Wealth is seeking a Client Service Associate to join our team. The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. · The Client Service Associat ...