Portfolio Strategy & Client Services Lead
The Northern Trust Company
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 oversight and engagement. The ideal candidate must possess a deep understanding of investment products, demonstrated risk management skills, and strong analytical abilities. A Bachelor's degree and relevant experience in financial services are preferred, alongside knowledge of Microsoft Office and investment management systems. #J-18808-Ljbffr Northern Trust
- ...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...SuggestedWork at office
- ...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...Suggested
- ...Client Service Leader – USACE Military Programs Seeking a highly qualified... ...development professional to lead and expand our Architect‑Engineer (AE) and Construction portfolios with the U.S. Army Corps of Engineers... ...) as part of client strategy, pursuits, and project delivery...SuggestedWork experience placementFor subcontractor
$134k - $202k
...As part of our Adoption Services team, you'll play a key role... ...As an Adoption Services Lead, you are a senior practitioner... ...execution of adoption for a portfolio of strategic and priority accounts... ...g.,aiRfor Review,aiRfor Case Strategy,aiRfor Privilege, Data Breach...SuggestedRemote workFlexible hours$160k - $175k
...experienced accounting Controller in Atlanta, Georgia, to lead their growing Client Accounting Services practice. This high-impact role involves managing day... ..., and ensuring compliance across a diverse client portfolio. The ideal candidate is proficient in leveraging...Suggested- Accenture in Atlanta is looking for a Financial Services Strategy Manager/Senior Manager to lead business transformation initiatives. You will leverage your... ..., particularly Retirement or Insurance, to influence client agendas and guide senior stakeholders through...
$146.7k - $335.1k
...The Transition/Onboarding Lead will play a critical role in... ...transition, and stabilization of clients onto EY’s IFMS operating model... ...smooth onboarding of client services into steady‑state operations.... ...assurance, consulting, tax, strategy and transactions. Fueled by sector...Full timeSummer holidayFlexible hoursShift work- Stellantis Financial Services (SFS) is the new captive finance company... ...for one of the world's leading automakers and a mobility provider... ...across Retail and Lease portfolios. This role ensures... ...regulations, loss mitigation strategies, and compliance requirements...Work at officeVisa sponsorshipWork visaMonday to FridayShift workWeekend work
$120.97k
...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and... ...Service Leader contributes by: • Leading business development, client engagement... ...clients • Implementing short and long-term strategies that contribute to the growth and...Full timeTemporary workH1b- ...seeking a Utility Management Services Team Leader to drive the growth... ...both internal and external clients. The Utility Management Services... ...be responsible for guiding strategy, building a national resource... ...Services practice. Lead business development efforts,...Work at office
- ...WTW is seeking a Senior Surety Client Manager in Atlanta, Georgia. The role involves managing client bond requests and inquiries, providing superior customer service, and effectively communicating with underwriters. Candidates should have 5-7 years of relevant experience...
- ...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 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
- ...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...
$134k - $202k
...As part of our Adoption Services team, you'll play a key role... ...As an Adoption Services Lead, you are a senior practitioner... ...to solutionimproved adoption strategies, playbooks, and scalable enablement... ...PII, trade secrets, attorney-client privilege), able toexplainandmapcomplex...Contract workRemote work- Infosys Limited is looking for a Senior Manager Client Services to manage a large portfolio of retail and CPG accounts. The candidate will be responsible for client relationship management and developing solutions and roadmaps. A Bachelor's degree with 15+ years of relevant...
- Oracle Field Service Lead POSITION OVERVIEW Job Title: Oracle Field Service Lead Reports To: Delivery Manager Department: Advisory Practice... ...quality standards. Partner with cross-functional teams and client stakeholders to drive adoption and maximize solution value....Full timeWork at officeLocal areaRemote work
- At Gallagher Benefit Services, you’re a trusted partner to organizations... ...people decisions. We help clients build better workplaces,... ...Whether it’s shaping benefit strategies, designing wellbeing programs... ...How You'll Make An Impact Lead a team of client service professionals...Full timeLive outWork at officeLocal areaFlexible hours
- A financial services firm is seeking a seasoned Client Service professional in Atlanta to enhance client relationships and support business development. The role requires over 5 years of experience along with active Series 7 and 66 (or 63 and 65) licenses. Candidates should...
- 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
- 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...
- 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
- A leading benefits consultancy in Atlanta is seeking a Client Service Leader to guide a team delivering exceptional service to clients. In this role, you will lead... ...service professionals, align team goals with branch strategy, and influence client satisfaction. The ideal...Flexible hours
- Job Title Industrial Client Service Leader - Data Centers Job Description CDM Smith is seeking... ...Service Leader to drive our national strategy for expanding in the rapidly growing data... ...Service Leader will contribute by: Leading business development, client engagement...Temporary work
- Position Purpose The Portfolio Risk and Monitoring Manager is responsible for overseeing... ...Develop and implement risk-mitigation strategies, including the use of liens, bonds, letters... ...and/or supervisory capacity in credit servicing center and underwriting teams....Work experience placementWork at officeNight shift
$120k - $215k
...call it Relentless Excellence. Both our client service and culture are second to none,... ...expectations are high but empowering. You will lead teams in delivering value to our... ...empowering the leadership team\'s account strategies. You will also be a key driver in structuring...Work at officeLocal areaFlexible hours- 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...
$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- 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
- ...Overview Of The Role Join Salesforce's Strategy & Operations team as the first‑ever analytics partner embedded within the Messaging... ...Solutions Marketing organization, supporting teams across Social, Portfolio Marketing, Launches, Keynotes, Customer Insights, Industry...Work at office3 days per week
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