Senior Wealth Management Client Services Lead
PowerToFly
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 possess strong leadership, organizational, and client service skills. Operating in a dynamic environment, you will help manage client interactions and ensure an exceptional experience. This position offers a chance to be part of a premier firm committed to diversity and excellence. #J-18808-Ljbffr PowerToFly
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A leading enterprise software company is looking for a Technical Service Manager to optimize customer investments in SAP ECS. Located in Atlanta, GA, this role requires a Bachelor's degree and experience in SAP products, customer communications, and cloud technologies....Senior- ...diverse team helping high-profile clients understand, analyze, and respond to... ...KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities:... ...relationships with key targets Experience leading multiple engagements and client...SeniorFull timePrivate practiceWork at officeLocal area
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Mohr Talent is looking for an experienced Investment Manager in Atlanta, GA. You'll oversee complex investment management for private clients, focusing on investment strategies, portfolio oversight, and client support. The ideal candidate will have over 10 years in investment...Senior- 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...Flexible hours
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...CDM Smith is seeking a senior leader to drive measurable... ...scopes, broadening service offerings, and capturing... ...capabilities Build and lead focused campaigns... ...execution to reinforce client confidence Partner with program and project managers to convert successful delivery...Senior- ...-Employment is looking for an SVP, Field Technology Solutions in Atlanta. This role focuses on leading technology solutions to enhance client engagement in wealth management. The ideal candidate has over 10 years in wealth management technology and will play a crucial...Senior
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$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$59k - $85.1k
...humanity. Learn more at Job Function: Customer Management Job Sub Function: Technical Customer Service Job Category: Professional All Job... ...apply. _ Johnson & Johnson is recruiting for a Senior Service Coordinator to support our Orthopaedics business...SeniorRemote jobFull timeTemporary workWork experience placementWork at officeLocal area- Dormont Manufacturing Co is seeking a Senior Regional Wealth Advisor in Atlanta, Georgia. The successful candidate will manage a complex book of business, develop client relationships, and provide expert financial advice. Candidates should possess a Bachelor's degree, preferably...Senior
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- Sago in Atlanta, Georgia is seeking a Client Services Supervisor to oversee daily operations and... ...on ensuring client needs are met while managing logistics and operational standards. A high... ...project coordination skills, able to lead the team in a fast-paced environment. The...Afternoon shift
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