Wealth Management Client Services Lead
Morgan Stanley
Morgan Stanley is seeking a Wealth Management Associate in Atlanta, GA. This role requires providing exceptional client service while supporting Financial Advisors. The successful candidate will cultivate relationships and assist in delivering outstanding client experiences. Applicants should have over 5 years of relevant experience, a college degree, and required financial licenses. Excellent interpersonal and client service skills are essential. Join Morgan Stanley's collaborative environment and contribute to our commitment to diversity and inclusion. #J-18808-Ljbffr
- A financial services firm is seeking a seasoned Client Service professional in Atlanta to enhance client relationships and support business development.... ...skills. Operating in a dynamic environment, you will help manage client interactions and ensure an exceptional...Suggested
- CCM ADMINISTRATIVE SERVICES LLC in Atlanta, Georgia is seeking an Associate Director for Private Wealth Client Services. The ideal candidate will have over 5 years managing the administrative needs of high net worth clients, ensuring superior service and retention through...Suggested
- Goldman Sachs, Inc. is seeking Wealth Management Professionals in Atlanta to support client service and operations. Ideal candidates will have a Bachelor’s Degree and 1-3 years of relevant experience. Responsibilities include managing client relationships, ensuring investment...Suggested
- Oracle Field Service Lead POSITION OVERVIEW Job Title: Oracle Field Service Lead Reports To: Delivery Manager Department: Advisory Practice Location: Remote FLSA Status: Exempt... ...Partner with cross-functional teams and client stakeholders to drive adoption and maximize...SuggestedFull timeWork at officeLocal areaRemote work
- ...CliftonLarsonAllen Wealth Advisors, LLC is seeking an HR Director to join our Talent Solutions team in Atlanta, GA. This role is crucial for managing client engagements, delivering tailored HR solutions, and leading a team of HR professionals. The ideal candidate will...SuggestedFlexible hours
- ...KeyCorp is seeking a Lead Servicing Officer to join their Real Estate Institutional Capital Group. This role involves managing a portfolio of commercial real estate loans and supporting client services for various loan structures. The ideal candidate will have over 3 years...
- ...office location Garver is seeking a Utility Management Services Team Leader to drive the growth of our... ...support of both internal and external clients. The Utility Management Services Team... ...Utility Management Services practice. Lead business development efforts, including...Work at office
- ...A global leader in market research is seeking a Client Services Supervisor in Atlanta, GA. In this role, you will oversee daily facility operations and manage a team of Client Service Representatives to ensure high-quality service. The position requires strong project...Afternoon shift
- Arthur J Gallagher & Co in Atlanta, Georgia is seeking a Client Service Leader to guide a team delivering exceptional service to clients. This role is pivotal in shaping the branch’s success and ensuring client satisfaction through leadership and collaboration. The ideal...Flexible hours
- Northern Trust is looking for a Senior Investment Associate in Atlanta, GA to support Portfolio Managers in delivering exceptional service to high-net-worth clients. This role combines investment support, client service, and operational execution with a focus on portfolio...Work at office
- Sedgwick is looking for a Client Service Manager with casualty claims experience to manage accounts and maintain client relationships. The ideal candidate will have over 5 years of claims management experience and a strong focus on customer satisfaction. This position...Flexible hours
- ...processes, and techniques, including Incident, Change, Problem Management, Continual Service Improvement, and Service Operations. Proficient in... ...listening skills. Knowing how to read the room. Team Leadership Lead and mentor Service Onboarding (Project Management team...Work experience placement
- A commercial HVAC company is seeking an experienced HVAC Service Manager in Smyrna, GA. Responsibilities include managing system repairs, leading service technicians, and ensuring adherence to safety protocols. The ideal candidate will have a strong background in HVAC...Relocation
$33k - $37k
A staffing solutions company in Atlanta is looking for an Operations Manager to handle client interactions and administrative tasks. The role demands strong organizational skills, effective communication, and proficiency in Microsoft Office. Candidates should possess a...Contract workWork at office$146.7k - $335.1k
...Overview The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....- Travel Planners | Careers In Travel is looking for a Client Services Coordinator to assist clients with planning and booking needs in a remote, flexible work environment. The role emphasizes strong communication and customer service skills, as well as being organized and...Remote jobFlexible hours
- ...Cresset is a firm built by clients, for clients. As an... ...are reimagining the way wealth is experienced. Our purpose... ...Director, Private Wealth Client Services with 5+ years of experience managing the administrative and... ...Serve as a primary lead for client onboarding, investment...Full timeTemporary workWork at officeLocal area
$55k - $60k
Meduit | Driving Revenue Cycle Performance seeks a Client Services Supervisor in Atlanta, GA. The candidate will manage client relationships, process transactions, and support the team in achieving operational success. Qualifications include advanced accounting skills,...Work at office- ...A leading infrastructure services provider in Decatur, Georgia, is looking for an Operations Supervisor. This role involves overseeing daily operations, ensuring safety compliance, and managing client communications. The ideal candidate will have supervisory experience...
- ...CressetCresset is a firm built by clients, for clients. As an... ...are reimagining the way wealth is experienced. Our... ...Director, Private Wealth Client Services with 5+ years of experience managing the administrative and... ...platformsServe as a primary lead for client onboarding,...Full timeTemporary workWork at officeLocal area
$160k - $175k
Jobot is seeking an experienced accounting Controller in Atlanta, Georgia, to lead their growing Client Accounting Services practice. This high-impact role involves managing day-to-day operations, financial transactions, and ensuring compliance across a diverse client portfolio...- Receivemorermp is looking for a Client Services Supervisor based in Atlanta, GA to oversee client interactions and team management. The role demands strong organizational skills and client relationship management while ensuring timely processing of transactions and reports...Work at officeWeekend workAfternoon shift
- ...RadNet, Inc. is seeking a Service Manager with automotive experience in Austell, Georgia. You will be responsible for leading a team to provide exceptional customer service while meeting sales and profit goals. Qualified candidates must have an Associates Degree or comparable...
- ...Client Service Leader – USACE Military Programs Seeking a highly qualified business development professional to lead and expand our Architect‑Engineer (AE) and Construction portfolios with... ...analytics, digital delivery, asset management, automation) as part of client...Work experience placementFor subcontractor
$50.49k - $69.42k
Account Service Coordinator page is loaded## Account Service Coordinatorremote type: Remotelocations... ...enterprise radiation oncology clients in a managed services environment. This role is... ...and workflow optimization initiatives* Lead regular service reviews (QBRs) with client...Temporary workLocal areaRemote work$120.97k
...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and... ...facility capital projects, meet water management objectives, comply with environmental... ...Client Service Leader contributes by: • Leading business development, client engagement...Full timeTemporary workH1b- ...Fairygodboss is looking for a Senior Manager Client Services in Atlanta, Georgia, to support a large portfolio of retail and CPG accounts. This role involves managing client relationships and developing a business portfolio exceeding $50M. The ideal candidate will have...
- ...A leading IT solutions provider in Atlanta seeks an experienced Project Manager with a strong background in ITIL and ServiceNow. The ideal candidate will have at least 5... ...leadership role. Responsibilities include leading the Service Onboarding team, defining project scopes, and...
$134k - $202k
...impact. As part of our Adoption Services team, you'll play a key role in helping... ...future. As an Adoption Services Lead, you are a senior practitioner and... ...~ Excellent organizational and time-management skills, with proven ability to own multiple...Remote workFlexible hours$70k - $85k
...ESFM® USA is seeking a CLIENT SERVICES MANAGER in Tucker, Georgia, to oversee operations across two locations. The role involves leading a team of 10, ensuring exceptional service and operational efficiency, while developing client relationships. The ideal candidate is...
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