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
- Balentine, a leading wealth management firm in Atlanta, is seeking a Client Services Manager to enhance the firm’s client service platform. The role focuses on driving service excellence, operational scalability, and client retention while leading a dedicated team. Candidates...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
- 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...Suggested
$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage investment portfolios, develop strategies... ...candidate has over 12 years of experience in wealth management, strong analytical skills, and the...Senior- ...Your role Senior Wealth Strategy Associate Are you skilled... ...at developing wealth management strategies? Does financial... ...financial advisors in client conversations,... ...deliver products and services specifically designed... ...player About us UBS is a leading and truly global wealth...SeniorFlexible hours
$155k - $170k
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- Dormont Manufacturing Co is seeking a professional to join their Atlanta team as a client services representative. This role involves coordinating client requests, utilizing Salesforce, and ensuring a proactive service approach. Ideal candidates will have a Bachelor’s degree...Senior
- 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...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
$160k - $175k
Jobot is seeking an experienced accounting Controller in Atlanta, Georgia, to lead their growing Client Accounting Services practice. This high-impact role involves managing day-to-day operations, financial transactions, and ensuring compliance across a diverse client portfolio...Senior- Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities... ...Assist financial advisors in client conversations, providing... ...years of experience in client service, within the finance sector Bachelor...SeniorFull time
$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
- Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas...Senior
$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$146.7k - $335.1k
...Overview The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....Senior- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to... ...relationships, acquire new clients, and manage comprehensive client needs. The... ...private banking or complex financial services. Successful candidates will lead client management processes and...Senior
$23.47 - $38.62 per hour
...routed accurately Customer Assistance : Provide support for mailing inquiries and services Clerical Duties : Maintain accurate records and process mail forms System Management : Use USPS tools to streamline operations Disclaimer This is not a job offer...Hourly pay- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves... ...advisors in developing tailored wealth management strategies and client relationship-building. The ideal... ...will have 3+ years of client service experience in the finance sector and...SeniorFull time
- ...in Atlanta, Georgia, is seeking a Financial Consultant. In this role, you will provide financial guidance to clients, helping them navigate wealth management and achieve their financial goals. The ideal candidate will have an active FINRA Series 7 license and the ability...Senior
- Northside Hospital in Atlanta seeks a financial analyst to conduct complex financial analyses and modeling. The role includes reporting, dashboard development, and serving as a key financial point of contact for operational leaders. The ideal candidate will have a B.S. ...Senior
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...in our Financial Services Tax practice, within Corporate... ...to help our clients meet their tax obligations... ...in the future. As a Senior Manager, you'll work as... ...engagements. Initiate and lead open conversations...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ..., our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...you need to lead and deliver value at this... ...increased efficiencies. As a Senior Associate you shall...SeniorFull timeH1b- ...Insurance in Atlanta is seeking a highly qualified Financial Advisor to lead investment management and strengthen client relationships. This role is essential in delivering personalized wealth management services with a fiduciary approach focused on clients' best interests....Senior
$102.8k - $214.4k
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- Fox Rothschild is seeking an associate with 5-7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and be licensed in Georgia. Responsibilities include advising high-net-worth individuals on complex...Senior
- NextGenEnergyJobs is seeking a Senior Compliance Manager for a fast-growing CPA and advisory firm in Atlanta, GA. The role involves leading compliance engagements, developing compliance strategies, and ensuring clients meet industry regulations. The ideal candidate has...SeniorRemote jobFlexible hours
- 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
- Huntington-Bank is seeking a Wealth Advisor III located in Atlanta, Georgia. This role is central to managing client relationships and developing comprehensive Wealth Plans for high-net-worth clients. The successful candidate should have at least five years of experience...SeniorWork at officeRemote workFlexible hours
- ...& Young Oman is seeking a Supervising Associate - Workplace Services Lead in Atlanta, GA. This role entails leading procurement strategy... ...execution for workplace services. Responsibilities include project management, stakeholder engagement, and vendor management. Ideal...Senior
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