- Truist (Atlanta, GA)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Truist (Atlanta, GA)
- …3. Serve as a subject-matter expert for assigned initiatives involving various investment management services , products, policies and processes (including timely ... a subject matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. Essential Duties and… more
- Raymond James Financial, Inc. (Alpharetta, GA)
- …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)
- Client Services Specialist Job ID 224222 Posted 11-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... with any database (Salesforce) management when necessary + Plan client events (lunches, dinners, closing events) + Reserve meeting...part of the global leader in commercial real estate services and investment that helps businesses and… more
- Truist (Atlanta, GA)
- …to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of ... to add value through holistic financial management. + Demonstrates how particular investment solutions match client 's individual needs, using a wide range… more
- CBRE (Atlanta, GA)
- …region/ client account performance and satisfaction. This job is within the Client Services Job Function. They are responsible for providing daily advice ... service delivery. + Recommend and implement changes to client service processes and procedures to positively...part of the global leader in commercial real estate services and investment that helps businesses and… more
- CBRE (Atlanta, GA)
- …As a CBRE Client Consulting Sr. Director, you will oversee consulting services to a large portfolio of high-profile corporate real estate clients. You will also ... Client Consulting function. They are responsible for Advisory services in relation to real estate operations and investments....part of the global leader in commercial real estate services and investment that helps businesses and… more
- Owens Realty Services (Savannah, GA)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... and rewarding place to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations. We consider the… 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)
- …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