Client Services Associate - Atlanta, Georgia, , United States

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 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. · ...

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 ...

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

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. · ...

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 ...

Provides wayfinding assistance and communicates services to guests. · ...

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 ...

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 ...

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

I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, · UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term · client relationships. · Excellent communication and people skills · ...

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 ...

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 ...

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 ...

We are seeking a Client Service Associate to join our team. · Serve as the primary point of contact for assigned clients. · Manage client communications. · ...

We are seeking a proactive and detail-oriented Client Service Associate to join our team. · This role acts as a primary point of contact for clients, · providing exceptional service while assisting with various account-related activities. · The ideal candidate excels in multi-tas ...

We are seeking a Client Service Associate for our Atlanta location. · In this role, you'll be instrumental in building and maintaining strong client relationships.The Client Service Associate is primarily responsible for client administration as well as providing a broad range of ...

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. · ...

+ 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 ...

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 ...

This role acts as a primary point of contact for clients providing exceptional service while assisting various account-related activities Responsible for building strong client relationships ensuring needs are met with professionalism efficiency Ideal candidates excel in multi-ta ...