Operations Lead: Office Services & Client Support
RR Donnelley & Sons
RRD is seeking an Operations Supervisor to lead day-to-day people, operations and client relationships, ensuring outstanding service and strong process adherence in a fast-paced environment. Responsibilities include staffing, timekeeping, prioritizing work, supervising reprographics and mail ops, driving profitability, training, addressing performance, and escalating issues to management. A Bachelor's degree and 3+ years in customer service or office support are required. #J-18808-Ljbffr RR Donnelley & Sons
- RRD is seeking an Operations Supervisor to lead day-to-day people, operations, and client service. You will manage workflow, monitor performance, and collaborate with... ...degree and 3+ years in customer service or office support, with strong time management, communication...Work at office
- ...Job Description Client Accounting Services Supervisor - Kennesaw... ...Oversee daily accounting operations, manage month-end... ...advisory services, and support financial reporting... ...in the Atlanta-area office. Why: To take on a... ...CAS team members and lead training initiatives....Work at officeFull timeImmediate start
- Morgan Stanley in Atlanta seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. You will handle account inquiries... ...skills, plus proficiency with Microsoft Office, are essential. A college degree is preferred and...Work at office
- ...Financial Corporation is seeking a in-office Financial Services Assistant in Atlanta, GA.... ...conducting market inquiries, and handling client trades for Financial Advisors. The role... ...NE, with focus on client service and operational support. #J-18808-Ljbffr Truist Financial...Work at officeMonday to Friday
- ...national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build... ..., maintaining brokerage accounts, and supporting advisory teams. Candidates should have... ...-motivated. Proficiency in Microsoft Office and CRM software is required. This...Work at office
- ...GAClient Accounting Services - Restaurant,... ...Aprio has 40 U.S. office locations, as well... ...industries, Aprio ensures clients are prepared for... ...accuracy, and support continuous improvement... ...sound financial operations, maintain... ...compensation, industry-leading benefits and a flexible...Work at officeFull timeLocal areaRemote workFlexible hours
- ...5Closes: 2027-07-15Job Summary:Private Client Services at BDO is a boutique practice within our... ...individuals, their families, family offices, C-Suite executives, athletes, entertainers... .... We build strong relationships by supporting one another, our clients, and our communities...Work at officePrivate practice
- This in-office role at Truist focuses on servicing and supporting Financial Advisors with administrative tasks and client interactions. You will assist in preparing financial plans, processing trades, and coordinating client communications in a structured, compliance-driven...Work at office
- Mosaic is seeking an Associate Client Service Representative to support two advisors and their clients from Tempe, with monthly travel to the Scottsdale... ...service, multitasking, and proficiency in Microsoft Office. Travel to Scottsdale is required for team meetings, and...Work at office
$55k - $70k
...financial planning firm in Atlanta is seeking a Senior Client Service Associate to support both advisors and clients. The ideal candidate will have... ...command of relevant software like Schwab and Microsoft Office, and a commitment to delivering exceptional customer service...Work at officeFull time- ...difference between simply servicing a wealth management client and truly owning the client... ...not your traditional back-office CSA role. We’re looking... ...directly with the firm's CEO and lead financial advisor,... ...you're ready to move beyond supporting the wealth management relationship...Work at officePrivate practice
- The Service Contracts Manager is responsible for qualifying... ...internal and external clients by assisting with the... ...the Service Contracts Operations, Risk, & Execution (... ...stored in the CRM and supporting Client Project... ...Salesforce.com, Microsoft Office Suite, SharePoint, Adobe...Work at officeFull timeContract workWork experience placementLocal areaRemote workWork from home
- Associate Client Service Representative We are currently seeking an Associate... ...Representative (CSR) to support our advisors and provide... ...interactions Follow standard operating procedures to meet service steps... ...team meetings Assist with office functions such as mailings,...Work at officeFull timeSummer work
- ...Colliers International. Join our team as a Client Services Coordinator in Atlanta, GA. Who you... ...includes delivering exceptional sales support to internal and external clients. We are... ...PowerPoint. You will provide general office support through file management, organizing...Work at office
- ...Client Service Associate Do you have experience in the financial services... ...career with an industry-leading firm? Our office is growing, and we are... ...Service Associate to join our operations team! The Client Service... ...of advisor and branch support; responsible for using the...Work at officeFull timeH1bWork from homeHome officeVisa sponsorship1 day per week
- ...Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa... ...HB provides wealth advisory services, investment management, and... ...financial peace of mind to the clients we are privileged to serve.... ...as providing a broad range of support to both their assigned client...Work at office
$23.52 - $39.17 per hour
...success while helping clients pursue their financial... ...you! This is an in-office Atlanta, GA employment... ...that would allow you to support Financial Advisors... ...clients and advisors on services and technology, including... ...project work. Manage operational reports for cash...Work at officeWork from home- SCS Financial is seeking an Associate to join the Client Service Solutions team in Atlanta. You will support client relationships, maintain client data, handle... ...starter, and proactive, with strong communication skills and a finance operations mindset. #J-18808-Ljbffr SCS
- Job brief We are seeking a Remote Client Service & Success Specialist to support clients throughout their travel journey... ...complex supplier, technical, or operational issues to the appropriate team.... ...software. Proficiency with Microsoft Office or Google Workspace, including...Work at officeRemote work
$55k - $70k
Senior Client Service Associate - Wealth Management (P) Overview We are... ...Client Service Associate to support our advisors, our clients, and... ...client service and business operations tasks Deliver superior... ...preferred Advanced Microsoft Office skills Excellent communication...Work at officeFull time- ...Surety client Service Lead ~202606078 Charlotte, North Carolina, United States Atlanta... ...Description The Senior Surety Client Manager supports Producers and Account Executives in all... ...with a mix of remote, in-person and in-office interactions dependent on the needs of...Work at officeFull timeTemporary workWork experience placementLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$75k - $80k
...Client Service Specialist Focus Partners is seeking a Client Service... ...contact and resource for all operational and service requests and... ...model is defined as 3 days in office work required per week, while... ...Provide comprehensive operational support to clients, which can...Work at officeRemote work2 days per week- ...Title This is an in office position Monday -... ...Responsible for the general servicing and support of the Financial... ...includes administrative and operational support, business... ...effective level of client servicing when the... ...on internal and bank leads. Use product and industry...Work at officeSecond jobMonday to Friday
- ...Registered Client Service Associate Registered Client Service Associates... ...service to our clients and support Financial Advisor(s) (FAs)/ Private... ...build trusted relationships. Leading with a client first mindset,... ...Assisting with general in-office support functions such as...Work at officeLocal area
- ...Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa... ...HB provides wealth advisory services, investment management, and... ...financial peace of mind to the clients we are privileged to serve.... ...as providing a broad range of support to both their assigned client...Work at officeRemote work
- ...Operations Service Specialist Atlanta, GA Celebrating over 100 years in... ...include all functions, which support the Banks business plans in... ...Basic knowledge of Microsoft Office products, Word and Excel.... ...group situations to customers, clients, and other employees of the...Work at officeFull timeTemporary workFlexible hours
$143.5k - $220k
...within our Enterprise Service Operations and Delivery Technology organization will lead the development, execution... ...directly to the VP of Client and Workforce... ...industry groups (i.e. office buildings, retail, healthcare... ...initiativesExperience supporting standardizing...Work at officeFull timeLocal areaRemote work- ...Anything. Aprio has 40 U.S. office locations, as well as... ..., Aprio ensures clients are prepared for wherever... ...Accounting & Advisory Services (CAAS) team and help... ...dynamic Manager to support complex advisory engagements... ...complex financial and operational challenges while...Work at officeFull time
- Job Description Summary Supports Financial advisors and... ...prospective and existing clients and other branch staff... ...and recognition for service and excellence in the Financial... ...advisors and branch office. Onboards new clients,... ..., phone and mail) Operate standard office equipment...Work at officeWork experience placement
$97.4k - $119.03k
...Details Title: Director, Client Service Location: (Hybrid-3 days in office) Atlanta, GA OR (Remote)... ...an onsite position who supports an important telco... ...consultative guidance. Operating in a fast-paced, highly... .... Kantar is the world’s leading data, insights and consulting...Work at officeFull timeWork experience placementLive inRemote workFlexible hoursShift work
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