- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their...limited to the following: + Assist clients with CIBC Private Wealth Investor Dashboard + Input all cash processing… more
- BlackRock (Atlanta, GA)
- …+ Collect, validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis on performance attribution, ... Support and investigate technology and process options to scale and automate routine client service activities. + Drive projects to enhance productivity and… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Regions Bank (Atlanta, GA)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- NCR VOYIX (Atlanta, GA)
- …best-known brands around the world to your local favorite around the corner. The Client Training Associate is a specialist role within the Hospitality Field ... Deployments team performing duties including client trainings, installations, go live support, and on-site troubleshooting. This role requires basic knowledge of POS… more
- Citigroup (Atlanta, GA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -...opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex… more
- Deloitte (Atlanta, GA)
- …risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have ... Anti Money Laundering (AML) Project Associate (Senior Consultant) The Opportunity Do you have...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Citigroup (Atlanta, GA)
- …Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual ... Associate is to provide a wide variety of service and investment advice to an Ultra High Net...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- BlackRock (Atlanta, GA)
- …content to the Aladdin community, including BlackRock as the largest client . The primary users include investors, risk managers, compliance officials, investment ... management, risk and performance analysis, investment compliance, regulatory reporting, client reporting and beyond. Our **Data Implementation** team of data… more
- CIBC (Atlanta, GA)
- …the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing ... gift letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax...One SEI, ORS, Revport + Provide integral support for client service teams and special projects +… more