Director of Wealth Operations & Client Experience
TalentLink Solutions
A distinguished financial planning firm based in Atlanta seeks a Director of Operations. This role involves overseeing client interactions, ensuring quality service, and managing operational processes. The ideal candidate will have at least 5 years of experience in a similar role and possess strong leadership and technology skills. The position is full-time with opportunities for growth within the firm, which values client success and team collaboration. #J-18808-Ljbffr TalentLink Solutions
$120k - $130k
Director of Operations - Wealth Management Base pay range $120,000.00/yr - $130,000.00/yr Additional compensation... .... Our unwavering commitment to client success drives our growth, and we’re... ..., and ensure exceptional client experience. This will include many areas of...SuggestedFull timeWork at officeShift work- Morgan Stanley in Atlanta seeks a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will cultivate relationships, manage... ...portfolio-related tasks. The role emphasizes client experience, teamwork, strong written and interpersonal...Suggested
- Balentine, a leading wealth management firm in Atlanta, is seeking a Client Services Manager to enhance the firm’s client... ...on driving service excellence, operational scalability, and client... ...should possess over 7 years of experience in wealth management and significant...Suggested
- Hire Ventures, Inc. in Atlanta seeks an Operations & Client Success Lead to build the infrastructure and deliver a high-touch client experience. You will partner with the CEO and Delivery Practice Lead to oversee client success, operations, reporting, systems, and capacity...Suggested
- A prominent fitness company is seeking a Client Operations Lead in Atlanta, GA to support studio sales and operations. The role emphasizes delivering exceptional customer experience and maintaining hospitality standards within the studio. Ideal candidates should be friendly...SuggestedWeekend work
- Atlanta, GABusiness Operations - Growth /Full Time /HybridWork with... ...growing industries, Aprio ensures clients are prepared for wherever... ...for a Manager, Client Experience to join their dynamic team.... ...information. Reporting to the Director of Client Experience, you'll...Full timeWork at officeLocal areaRemote workFlexible hours
- Description The Associate Director,B2B, is a sales-focused service partner, working side... ..., they own (and want ownership) of the client partnership! Working with B2B Clients... ...and having Account-based Marketing (ABM) experience is a huge plus here. They build relationships...Remote work
$110k - $145k
...We are seeking a strategic and inspiring Director of Client Service Operations to drive operational excellence across two divisions while fostering a cohesive and positive employee experience. This leader will leverage analytics, technology, and process optimization...Full timeImmediate start- TalentWealth Recruiting is partnering with an Atlanta‑based independent wealth management firm to hire a CFP‑certified Relationship Manager. You will oversee a segment of existing client relationships and focus on planning and relationship management rather than asset...
- ...Responsibilities Drive the day-to-day execution of Aprio’s client experience strategy, translating firm-wide priorities into actionable programs... ...— to reduce friction and resolution time. Partner with operational and technology teams to build scalable, repeatable systems...
- About the job Client Coordination Specialist (Remote) TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences. We are expanding our team and looking for motivated individuals to join us nationwide. About...Remote jobFlexible hours
- Overview The Associate Director of Client Operations is a regionally based role that reports directly to the Director of Client Operations. This... ...Business Administration or health related field or equivalent experience is required. RHIT or RHIA preferred. 5+ years supervisory...Contract workLive inImmediate startRemote work
$21 - $22 per hour
...internal events and external client events as needed Duties to include... ...visitors Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer... ...A minimum of 2 years of work experience in a professional corporate environment...Contract workWork experience placementWork at office$120k - $150k
Director of Operations Atlanta, GA Onsite We are seeking an experienced Director of... ...ensure the delivery of high-quality client service. The role will partner... ...operations leadership experience within financial services, banking, wealth management, fiduciary services,...Work at officeLocal area- ...division, seeks a Customer Service Manager to lead site operations across two client locations and manage a ~10-person team delivering integrated... ...will own the service delivery model, elevate client experience, and drive operational excellence in a fast-paced environment...Work at office
- The Manager of Client Experience functions as a Client Advocate, Key Representative and/or single point of contact from ABM, ensuring excellence... ...programs to ensure that ABM’s services and associated operational processes are consistent for our multi-location Commercial Real...Contract workWork experience placementLocal area
- ..., working with extraordinary clients spanning every industry, regardless... ...-class education, immersive experiences, and invaluable mentorship to... ...US, Family Offices, Owner Operated Business Entities,... ...more about legislative changes, wealth transfer techniques, charitable...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
$124.16k
...Description At Regions, the Wealth Management Business Enablement... ...advisor business practices, client relationship management, and... ...client needs. This position operates as a business strategy and enablement... ..., and improve the advisor experience Identifies workflow friction,...Full timeFlexible hours- ...committed to helping our clients realize their most... ...leadership with disciplined operational strategies and purpose... ...BW Design Group as a Director, you are joining a... ...de-risking strategies.Experience leading large, multidisciplinary... ...people come with a wealth of experience and...Full timeFlexible hours
- ...Holdings, an industry-leading wealth management platform for... ...advisors meet their investing clients' vision and ensure their... .... Partner with Impact. The Director of Operations is responsible for leading... ...improve service delivery, client experience, and organizational...Work at office
- Mercer Advisors seeks a Relationship Manager I in its Client Service team to elevate service excellence across wealth management, partnering with Wealth Advisors to implement commitments with precision and care. The role drives practice management, client retention, and...Flexible hours
- ...acquiring new customers through building/developing a network of clients/contacts who utilize IT Staffing Must be someone who can... ...value propositions that differentiate us. Must have recent experience in selling IT or like staffing services through direct client...Full timeRemote workWorldwide
$100k - $120k
# ASSOCIATE DIRECTOR, WEALTH STRATEGYAtlanta Office - Atlanta, GA 30326;... ...*Cresset is a firm built by clients, for clients. As an independent... ...delivering an exceptional experience, not only for the families we... ...tenacity* The ability to operate in a dynamic and fast-paced...Full timeTemporary workWork at officeLocal areaFlexible hours- ...small business returns (1065, 1120S), ensuring accuracy and compliance. You will lead tax planning engagements, advise on financial strategies, collaborate with clients and advisors, and mentor junior staff while supporting firm growth. #J-18808-Ljbffr NextGenEnergyJobs
- ...acquiring new customers through building/developing a network of clients/contacts who utilize IT StaffingMust be someone who can create... ...value propositions that differentiate us.Must have recent experience in selling IT or like staffing services through direct client...Full timeRemote workWorldwide
$138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and... ...closely held business and family business clients - all with the resources, environment,... ...progressive tax compliance and/or consulting experience in Family Wealth Planning or related...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Private Wealth Client Relationship Manager job at Bank of America Corporation... ...perspectives, ideas and experiences, helping to create a work... ..., display strong operational knowledge and be highly motivated... ...Management Regional Managing Director (RMD). The PWCRM functions...Contract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
- Greenberg Traurig, LLP is looking for a Client Administration Project Coordinator to join our marketing... ...candidate will collaborate closely with the Director of Client Management, ensuring client reporting and operational efficiency. Greenberg Traurig offers a competitive...
- Director of Family Office Operations A growing multi-family office is seeking an experienced... ...families. This is a client-facing leadership role responsible... ...8+ years of experience in a family office, multi-... ...office, trust company, or UHNW wealth management environment Experience...Work at office
- Merrill Wealth Management is hiring for a Relationship Manager/Client Services role in Atlanta, GA. You will support Financial Advisor teams, manage non-administrative client requests, attend meetings, and help deliver investment strategy insights and market updates to...
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