- 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
- 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 ... are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… 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 a manner that promotes client retention and prospect referrals. This includes… 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 ... specialists and IRM partners who are designated to support client service and business development efforts (eg... and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services , and insurance… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …policies and requirements. 6. Develop quality business relationships so that client needs can be anticipated and addressed. 7. Proactively develop innovative ... large. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- ASM Research, An Accenture Federal Services Company (Atlanta, GA)
- …the examination of costs, benefits, and risks associated with the proposed investment or project. + Recommends alternatives for solutions and highlights strategic ... + Serves as liaison with clients, participating in meetings to ensure client needs are met. + Architects, designs, implements, supports, and evaluates secure,… more
- Truist (Atlanta, GA)
- …Finance team, and Investment Banking teams to consistently deliver a differentiated client experience in all client , prospect and center of influence (COI) ... range of loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services to existing and prospective clients with $75MM to $10B in annual… more
- CBRE (Atlanta, GA)
- …and Outlook. Sophisticated skill in Excel strong preferred. + Effective presenter with client service skills. + Knowledge of private equity multifamily asset ... Asset Manager - Multifamily Job ID 227814 Posted 09-Jul-2025 Service line Advisory Segment Role type Full-time Areas of...part of the global leader in commercial real estate services and investment that helps businesses and… more
- Optiv (Atlanta, GA)
- …the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate with service delivery to ensure the team has ... + Design and solution complete domain specialty related security programs to meet client objectives across technology and services . + Drive new discussions by… more
- Truist (Atlanta, GA)
- …digital/non-digital solution teams 2. Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform ... deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides… more
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