- Truist (Atlanta, GA)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement… more
- Raymond James Financial, Inc. (Alpharetta, GA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- CBRE (Atlanta, GA)
- …consistent, high quality service delivery. + Recommend and implement changes to client service processes and procedures to positively impact client ... in Commercial Real Estate strongly preferred. + Experience in directing complex client relationships in a customer-focused service firm in multiple locations… more
- CBRE (Atlanta, GA)
- Client Consulting Sr. Director Job ID 228878 Posted 11-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting Location(s) ... deep, sector-specific expertise, the experience gained through thousands of client engagements and unparalleled intelligence and technology to holistically diagnose… more
- CBRE (Atlanta, GA)
- Client Services Specialist Job ID 224222 Posted 11-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales ... database, assist with any database (Salesforce) management when necessary + Plan client events (lunches, dinners, closing events) + Reserve meeting rooms/order … more
- Truist (Atlanta, GA)
- …and support pro-active initiatives. + Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment ... platform system navigation. + Be able to recommend appropriate investment options for specific client needs as...service with investments in innovation to create transformational client experiences. We believe the unique blend of human… more
- Truist (Dacula, GA)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Atlanta, GA)
- …working with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services, and insurance services) in...services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing… more
- City National Bank (Atlanta, GA)
- …and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and ... management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within… more
- Truist (Atlanta, GA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, … more
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