Senior Client Success Specialist - Wealth Management
Corient Capital Partners
Corient Capital Partners in Atlanta seeks a motivated individual to serve as the central point of contact for client requests. The ideal candidate will have at least 5 years of relevant experience, preferably in a customer service role. Responsibilities include coordinating communication between clients and our advisory team, tracking client requests in Salesforce, and generating reports. We value teamwork, proactivity, and a commitment to client satisfaction. #J-18808-Ljbffr Corient Capital Partners
- ...Senior Vice President, Relationship Management (Wealth) About the Company Leading provider of business management... ...advisory to the firm's leadership. The successful candidate will be responsible... ...sector, with a focus on client-first service and a commitment to...Senior
$125k - $200k
...Toast is looking for a Principal People Success Partner in Atlanta, GA. In this role, you will be a senior-level contributor, driving cross-functional talent strategies while working closely with leadership teams in a high-growth environment. Your responsibilities will...Senior- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client... ...relationships, acquire new clients, and manage comprehensive client needs. The role... ...banking or complex financial services. Successful candidates will lead client management processes...Senior
- ..., while enabling them to preserve their wealth for future generations and provide for the... ...central point of contact for ingesting client requests Coordinate between client,... ...existing clients Understand firm’s wealth‑management process Required Qualifications and Skills...SeniorPermanent employmentTemporary workWork at officeFlexible hours
- Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We... ...financial advisors in client conversations, providing analytic... ...backgrounds, who drive our ongoing success. We're dedicated to our...SeniorFlexible hours
$153.1k - $229.7k
...HR Tech Job in Atlanta is looking for a Senior Manager, Customer Success to lead a team focused on driving adoption and retention of innovative AI products. You will operationalize strategies and collaborate with various departments to ensure customer success. The ideal...Senior$150.1k - $227k
...efforts. Job Category Customer Success Job Details About Salesforce Salesforce... ...Description The Customer Success Manager, Senior Manager is a highly strategic and... ...: Determine when and how to engage clients based on calculated ROI, ensuring all activities...SeniorWork at officeFlexible hours3 days per week$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...- Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international... ...level, driving project success and contributing to the firm'...SeniorFull timeH1bLocal area- ...technology company in Atlanta is seeking a Senior Customer Success Specialist to support customer onboarding and account management. This role requires over 5 years of experience... ...with a high-performing team committed to innovation and client success. #J-18808-Ljbffr...SeniorRemote work
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...the opportunity to help our clients meet their tax obligations... ...need as individuals to be successful and progress in our careers,... ...and in the future. As a Senior Manager, you'll work as part...SeniorFull timeH1bLocal areaOverseas$119k - $170k
A leading technology company is seeking a Senior Manager for its Customer Success team. This remote role focuses on driving customer adoption and building long-term relationships. The ideal candidate will have over 5 years of experience in Customer Success, with 3+ years...SeniorRemote work$145k - $170k
...The ideal candidate has 10+ years in financial planning and a Bachelor's degree in a related field, with strong experience in wealth management. The position offers a competitive salary range of $145,000 - $170,000 per year, and a flexible benefits program. #J-18808-Ljbffr...SeniorFlexible hours$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...advice and guidance to clients on tax planning, compliance,... ...creative tax solutions. As a Senior Associate you will analyze complex... ...Sets You Apart Being successful as tax technical business...SeniorFull timeH1b- Charles Schwab Careers is seeking a Sr. Manager, Wealth Advisor to enhance client wealth management through personalized investment advice. This role emphasizes collaboration and mentorship, allowing for deep connections with clients and a commitment to fiduciary duties...Senior
$130k - $161k
ResMed Inc in Atlanta, GA is seeking a Senior Manager, Customer Success to lead initiatives focused on customer retention and satisfaction. This role involves managing a team, developing strategies for customer engagement, and collaborating with cross-functional teams...Senior- ...is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and portfolio oversight...Senior
$85k - $105k
...Industrial Asset Management Council, Inc is seeking a Customer Success Manager to foster relationships with mid-market and enterprise accounts. This role requires 3-5 years in customer success or account management, excellent communication skills, and the ability to adapt...Senior- ...GuruLink is hiring a Customer Success Manager for their Atlanta team, allowing remote work. This role focuses on managing customer accounts and ensuring successful adoption of their B2B SaaS platform. The ideal candidate should possess a strong background in Customer Success...SeniorRemote work
- ...SITA is looking for a Manager, Customer Success Specialist in Atlanta, Georgia. This role leads operational teams focused on service delivery, ensuring high quality and compliance with procedures. You’ll oversee complex operational issues and drive continuous service...SeniorRemote work
- A leading advisory firm in Atlanta seeks a Senior Financial Planner to join their Wealth Management team. This role includes supervising financial planners, analyzing clients' financial situations, and developing tailored financial plans. The ideal candidate will have over...Senior
$60k - $80k
Ascensus is seeking a skilled professional to manage relationships with defined contribution retirement plans. The successful candidate will address client inquiries and work proactively to ensure satisfaction and retention. This role requires strong communication skills...Senior- ...Join Autodesk, Inc. as a Sr. Technical Account Manager to optimize customer product investments and achieve measurable business outcomes... ...while working closely with teams in Customer Technical Success. This role demands a Bachelor's degree and a minimum of 5 years...Senior
$76k - $125.3k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...key responsibilities A senior analyst in FSO EDGE WAM will... ...Skills and attributes for success ~ Experience identifying...SeniorSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... ...key responsibilities A senior analyst in FSO EDGE WAM... ...and consulting work for clients. The objective is to work alongside... ...Skills and attributes for success Experience identifying tax...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...Planning Leader based in Atlanta, Georgia. This role involves deepening client relationships and enhancing the skills of teammates to provide tailored financial advice. The successful candidate will manage financial plans and participate in client-facing activities...Senior
$142k - $179k
Honeywell International, Inc. is seeking a Senior Customer Success Manager in Atlanta, GA. This leadership role is responsible for driving customer satisfaction and retention by managing a team of Customer Success Managers and ensuring the execution of strategies for customer...Senior$80k - $95k
Zeta Global is seeking a dedicated Senior Client Success Manager - Programmatic to own the success of strategic programmatic accounts. This remote role requires strong expertise in programmatic advertising, excellent client communication, and the ability to manage multiple...SeniorRemote work- Tricentis is seeking a highly motivated Senior Customer Growth Account Manager to drive strategic engagement among enterprise customers in Atlanta, Georgia. This role requires a blend of customer success, account management, and consultative selling to foster adoption and...Senior
- Honeywell International, Inc. is seeking a Lead Customer Success Representative in Atlanta, Georgia. In this role, you will build and maintain relationships with customers, ensuring their success and satisfaction with our products and services. Your responsibilities include...Senior
- Modern Wealth Management in Atlanta, GA, is seeking accomplished wealth management professionals to help expand its national footprint. The role involves overseeing top-tier clients and developing new relationships. A portable book of at least $45M in client assets is...Senior
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