Client Portfolio & Investor Experience Lead
$130k - $160kWTW
WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The role involves maintaining client relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates will have a strong investment background, including relevant degrees and certifications, along with excellent communication skills. The compensation for this role ranges from $130,000 to $160,000 annually, and it includes an annual short-term incentive bonus. #J-18808-Ljbffr WTW
$130k - $160k
A leading global consultancy in Atlanta is seeking a Client Portfolio Specialist to enhance the investor experience. This role involves managing relationships with clients, ensuring satisfaction, and participating in new business opportunities. Candidates should have an...Suggested- ...consulting firm in Atlanta is seeking an experienced Salesforce Client Portfolio Manager to build strong client relationships and drive... ...across services. Ideal candidates should have over 7 years of experience in Salesforce implementations and excellent communication skills...SuggestedFlexible hours
- ...seeking a Private Banker. This role involves managing a portfolio of Private and Commercial Banking clients, focusing on generating new business and... ...interpersonal and communication skills, along with experience in banking. The position requires full-time, in-office...SuggestedFull timeWork at office
$16 - $21 per hour
...your Heyday - we happen to start with skin. About the Role As a Shift Lead, you are the cornerstone of our organization’s success. Your expertise lies in creating a world‑class client experience in our shops. You achieve this by connecting with our clients, offering...SuggestedHourly payFull timeShift work- A leading benefits consultancy located in Atlanta, Georgia, is seeking a Client Service Leader to guide a team dedicated to exceptional client service. In this role, you... ...should possess a degree and relevant experience in client service or claims management. The position...Suggested
- ...high-pressure environments. Responsibilities include managing event details, ensuring client satisfaction, and collaborating with cross-functional teams to deliver exceptional experiences. The ideal candidate will demonstrate strong leadership and organization while being...Full timeCasual workAfternoon shift
$16 - $21 per hour
Namely is looking for a Shift Lead in Atlanta, Georgia, to ensure exceptional client service and manage shop operations. The ideal candidate will excel in problem... ...inquiries, and ensuring an outstanding client experience. This role offers a competitive hourly wage of $16....Hourly payFull timeShift work$100k - $130k
Eversheds Sutherland is seeking an Experience Manager to enhance client development through the Foundation platform. This hybrid role focuses on training... ...within legal settings. Responsibilities include leading integrations, enhancing data quality, and managing global...- ...Inc. in Atlanta, Georgia, is looking for a Boutique Facilitator with a passion for providing top-tier service and fostering client experiences. Responsibilities include assisting sales associates, handling administrative tasks, and working collaboratively to create an...Flexible hours
- A leading global real estate firm is seeking a Facility Ambassador to deliver exceptional client experiences through proactive communication and service. In this client-facing role, you will manage employee inquiries, ensuring compliance with service level agreements and...
- Heyday is seeking a Shift Lead in Atlanta, Georgia, to deliver exceptional client service and manage shop operations. This role includes supervising staff,... ...handling scheduling, and ensuring a positive client experience. An ideal candidate will excel in communication,...Shift work
- ...self-motivated team player who can help clients achieve their financial and lifestyle goals... ...direct advice on asset allocation, portfolio design, and investment implementation. The... ...Finance, 3+ years of investment management experience, and an active Series 65 License....
- ...Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role... ...investment strategies, and building client relationships. Ideal candidates will have... ...over five years of investment management experience, an undergraduate degree in a business-...Full time
$160k - $220k
...business unit? EPAM is seeking a Principal Client Engagement Lead to lead strategic account development... ...opportunities across a diverse portfolio of regional accounts Enable and educate... ...offices Requirements 10+ years of experience in Data & AI consulting or delivery...Temporary workH1bRemote workFlexible hours- GHD is seeking a Portfolio Leader for their Transportation business in Atlanta. In this role, you'll forge strong client relationships within the transportation sector and oversee... ...candidate will have over 15 years of experience and a degree in civil engineering. GHD...
$70 - $82 per hour
...Overview We are hiring multiple Senior Experience Leads (SXLs) to support a large-scale digital... ...Leads. SXLs will own major experience portfolios and work in close partnership with Product... ...factors including but not limited to client requirements, experience, statutory...Hourly payFull timeContract workLocal areaImmediate startShift work- ...frictionless, end-to-end customer experiences. We are known for our... ...that instills confidence in our clients. We embrace the power of Artificial... .... Join us to navigate and lead in the ever-changing digital... ...a dynamic Salesforce Client Portfolio Manager to the Astound...Work at officeRemote workWorldwideFlexible hours
- ...Supervisor to manage multi-jurisdictional tax compliance and lead a team in providing excellent client service. This role involves supervising compliance... ...or Finance, have 3-6 years of sales tax compliance experience, and possess strong analytical and communication skills...
- ...As one of the world’s leading independent global investment... ...possibilities for our clients. By delivering the... ...management empower investors to navigate complex markets... ...:**The IFI Client Portfolio Manager (CPM) acts as... ...related client-facing experience preferably covering U....Full timePart timeWork at office
- ...insurance in Atlanta, Georgia. This role requires leading underwriting decisions and managing a profitable portfolio while fostering client relationships. Ideal candidates should have extensive HVH underwriting experience and strong analytical skills. Benefits include...Flexible hours
- Northern Trust Corp is seeking a Senior Portfolio Advisor II in Atlanta, Georgia. This role requires extensive investment experience and a deep understanding of portfolio management and client advisory. The chosen candidate will oversee investment activities for high net...
- ...Partners is seeking a highly motivated Client Service Specialist (CSS) to join our team... ...client-facing role focuses on providing investor relations support to McKinsey U.S. taxpayer... ...must have relevant licenses and experience in client service or financial operations...Immediate start
$75k
MIO Partners, Inc. is seeking a Client Service Specialist in Atlanta, GA. In this role, you will provide investor relations support to clients, assist the MIO Advisory team... ...7 licenses, alongside 3-5 years of relevant experience. The position offers a competitive base...- ...global investment firm in Atlanta is seeking an experienced Client Portfolio Manager. This role involves representing the investment team... ...insights. The ideal candidate has over 10 years of client-facing experience in investment strategies, strong communication skills, and...Full time
- ...Atlanta is seeking a Wealth Management Portfolio Manager to construct and manage investment... ...strategies, communicating with clients to understand their financial goals, and... ...least 5 years of investment management experience, strong analytical skills, and relevant...Full time
$104k - $130k
AppFolio is seeking a User Experience (UX) Designer to join our Investment Manager team in... ...candidate will craft a premier CRM and investor portal experience, collaborating with Product... .... Ideal candidates should have a strong portfolio, proficiency in design tools like Figma,...$260k - $350k
...Practice Group in Atlanta. This role requires 3 to 6 years of transactional work experience with strong analytical, drafting, and communication skills. The position involves representing clients in complex transactions and offers a competitive salary ranging from $260,000...Work experience placement- ...Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the financial services sector. The advisor will collaborate with...
$80k - $95k
...looking for a Wealth Advisor in Atlanta, Georgia, to partner with clients in achieving their financial goals through strategic planning... ...strategies. The ideal candidate will have over 3 years of experience in financial services, excellent client management skills, and...- A leading recruiting agency is looking for an experienced Audit Manager based in Atlanta... ...license and five years of public accounting experience. In this role, you will manage multiple... ...skills are crucial for fostering client relationships and mentoring staff. #J-18...
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