Wealth Management Client Advocate
Bank of America ATM
Bank of America is seeking a client service-focused professional to support Merrill Wealth Management Advisors and their clients. The role emphasizes delivering excellent service, coordinating with advisors, and maintaining strong client relationships within a fast-paced banking environment. Responsibilities include handling client materials, ensuring compliance with policies, and collaborating with the FA team to meet strategic objectives. Proficient with MS Office and Salesforce preferred. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advocate in Atlanta, GA vacancy
- ...Private Wealth Client Associate Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Atlanta, GA2 days ago - UBS is seeking a Registered Client Associate in Atlanta to support a wealth management team. You will educate clients on account services, process requests, and assist in preparing reports for client meetings. The ideal candidate will have strong client service experience...Suggested
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Bank of America is hiring a Client Associate in Atlanta, Georgia, to provide exceptional... ...clients while supporting Senior Relationship Managers. The role includes client onboarding,... ...dedicated to delivering a comprehensive wealth management experience to clients. #J-188...Suggested
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$200k - $275k
Description The Senior Client Advocate The Senior Client Advocate provides strategic relationship management, leveraging specialized industry expertise and deep market knowledge to develop tailored risk management strategies for clients. This role will primarily support...Temporary workLocal areaVisa sponsorshipWork visaFlexible hours- Description Sr. Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the needs of...Temporary workFor contractorsLocal areaVisa sponsorshipWork visaFlexible hours
- WTW in Atlanta is seeking a Surety Client Advocate to oversee all account management activities, driving client service, retention and growth objectives. In this role you will work closely with the client service and broking teams to ensure the needs of the clients are...
- Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families. You will maintain client...
- WTW in Atlanta is looking for a Sr. Surety Client Advocate to oversee all account management activities, ensuring client service and retention. You will build and maintain relationships, manage a book of business, and identify business opportunities while providing exceptional...
- ..., is adding an associate to its Tax and Wealth Planning Group in Atlanta, Georgia. At... ...while providing excellent service to our clients. Our firm is grounded in four core values... ...in the acquisition, preservation, management and transfer of their property. Our services...
- WTW is seeking a Surety Client Advocate to oversee account management and achieve client service, retention, and sales objectives. This role involves managing client relationships, providing exceptional service, and leading the account team. The ideal candidate should have...
- ...and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our... ...with the custodian (Schwab) and external partners Follow, manage, and monitor task list, effectively prioritizing time-sensitive...Work at office
TalentLink Solutions
Atlanta, GA16 hours ago - CVS Health's Meritain Health is seeking a Client Advocate to support service and administration of Meritain products, building relationships... ...driving client satisfaction and profitable growth. You will manage inquiries, training, and operational support, with...
$200k - $225k
...Senior Client Advocate (Healthcare / Life Sciences) ~202604166 ~Charlotte, North Carolina, United States ~Miami, Florida, United... ...The Senior Client Advocate provides strategic relationship management, leveraging deep industry expertise and market insight to develop...Full timeTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- Morgan & Morgan is looking for a Case Manager in Atlanta, Georgia to support attorneys by managing case files and engaging with clients. Responsibilities include daily interactions, ordering medical records, and preparing legal documents, all while maintaining organized...Full time
- Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to support Advisors and manage day-to-day client service needs. The role requires strong CRM skills (Practifi, Redtail, Salesforce) and a client-first mindset. Senior...
- CBIZ is seeking an individual in Atlanta, Georgia, to achieve annual revenue goals through consultative sales and manage client relationships effectively. The successful candidate will possess a Bachelor's Degree and demonstrate strong communication and negotiation skills...
- GemHarvest Executive Recruiting is seeking a highly organized client service and operations professional to join a boutique fee-only RIA... ...serving successful professionals and their families. You will manage client service requests, triage the shared inbox, coordinate scheduling...
- Job Type: Full Time Job Reference #: 324967BR City: Atlanta Your team: You’ll be working with a wealth management team in Atlanta. As a Registered Client Associate, you’ll play an important role in the success of the team. Relationship Management Educate clients on account...Full timeWork at office
- ...Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients'...Work at officeLocal area
Waverly Advisors LLC
Atlanta, GA16 hours ago $300k - $350k
...Global Client Advocate ~202604168 ~Cockeysville, Maryland, United States ~Charlotte, North Carolina, United States ~Glen Allen... ...relationships with senior decision-makers, including C-suite, risk management, legal, finance, procurement, compliance, and operations...Full timeContract workTemporary workFor contractorsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursWTW
Atlanta, GA15 days ago$160k - $180k
...Client Advocate - Public Sector (Security and Defense) ~202604163 ~Potomac, Maryland, United States ~Arlington, Virginia, United States... ...and renewal strategies. They act as the primary relationship manager, coordinating internal teams to deliver tailored risk and...Full timeTemporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visaFlexible hoursWTW
Atlanta, GAa month ago- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...Local area
- Intrepid Benefits in Atlanta, GA is seeking a Benefit Advocate to serve as the primary contact for employee benefit inquiries, resolving... ...administration. You will work with carriers, vendors, and client teams to enhance the employee experience, prepare client materials...Full time
$43.89k - $102.08k
...one family and one community at a time. Position Summary The Client Advocate supports service & administration of Meritain products to... ...Spending Account), network operations, PBM (Pharmacy Benefit Manager), customer service, EDI (Electronic Data Interchange) files,...Hourly payFull timeTemporary workLocal areaFlexible hours- AO (American Income Division) is hiring Entry-Level Remote Client Representatives to assist clients with benefits information and enrollment from home. The position offers training, mentorship, and a chance to develop communication and leadership skills in a growth-focused...Remote job
- Glynn Lockaby - State Farm Agent in Atlanta, GA is seeking a Customer Relations Representative to enhance our agency's client relations. The role involves growing our agency by building meaningful connections and improving customer experience through proactive service....Flexible hours
- Waystar is seeking a client-focused support professional in Atlanta to provide advanced front-line assistance via phone, email, and chat. You will troubleshoot complex product issues, educate clients on features, and contribute to onboarding and knowledge base efforts....
- WTW is seeking a Client Advocate to maintain and strengthen relationships with Public Sector clients. This role focuses on Security and... ...Offering a hybrid model, the role supports flexibility while emphasizing strong relationship management skills. #J-18808-Ljbffr WTW
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Advocate. Be the first to apply!
Related searches
- customer care advocate Atlanta, GA
- client advocate Atlanta, GA
- customer experience advocate Atlanta, GA
- health advocate Atlanta, GA
- member advocate Atlanta, GA
- legal advocate Atlanta, GA
- domestic violence advocate Atlanta, GA
- parent advocate Atlanta, GA
- patient advocate Atlanta, GA
- provider relations advocate Atlanta, GA