- Fidelity TalentSource LLC (Atlanta, GA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …matter experts to help close business. Provide thought leadership with Senior Management around launching new ideas in the ultra-wealthy market. Facilitate and ... propositions. Be a leader in the area of practice management to help families run more efficient businesses or...strategies to grow Fidelity s relationship with families of wealth working closely with internal Fidelity channels Take a… more
- Bank of America (Atlanta, GA)
- Wealth Management Client Associate Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Alpharetta, GA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate (Alpharetta, GA)* ... Virtual Client Solutions team is seeking a * Client Service Associate *in our*Alpharetta, GA *location*...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Morgan Stanley (Atlanta, GA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Alpharetta, GA)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- BlackRock (Atlanta, GA)
- **About this role** **About this role** This Associate Product Management role will work on Aladdin Wealth Tech's Proposal Management pillar, which ... Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to...the next generation of wealthtech capabilities. **Key Responsibilities** The Associate Product Management role is ideal for… more
- BlackRock (Atlanta, GA)
- …platform, ** Wealth -** differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations-** core ... and external demands within timeframes + Knowledge of the asset management industry (fund types, client base and strategies, operational set up and products) and… more
- BlackRock (Atlanta, GA)
- …** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations** , core ... mission via research and competitive insights, analytics, marketing, business and change management . **Team Overview** **The Client Service Officer (CSO) team… more
- Morgan Stanley (Alpharetta, GA)
- …Trade specialist; Wealth Management ; wealth planning **Job:** ** Wealth Management * **Title:** *Virtual Client Financial Advisor - Alpharetta, GA* ... Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides**you with the security...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- BlackRock (Atlanta, GA)
- …in our Model Portfolios business, one of the most significant evolutions in the Wealth Management industry over the last decade and a growth driver within ... at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor,… more
- BlackRock (Atlanta, GA)
- …IFI includes BlackRock's iShares product line. With a global footprint, strong client orientation and an innovative product range, the fixed income suite sits ... include corporate and public pension plans, central banks, sovereign wealth funds and retail investors. **Your role and impact**...will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs and… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected… more
- ADP (Alpharetta, GA)
- …** Management ** : Works with various internal business partners to achieve client service levels. Leads project management activities related to Year End, ... associate performance and attendance feedback to Health and Wealth Operations Executive. + **Quality** **Assurance** : Provides monthly quality statistics… more
- Morgan Stanley (Alpharetta, GA)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... needs is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of… more
- Bank of America (Atlanta, GA)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products… more
- ADP (Alpharetta, GA)
- …to deliver exceptional quality service to clients on health and wealth activities. Drive associate engagement, retention, talent/career development, performance ... and operational standards. Monitor cases, service level agreements (SLAs) and client satisfaction. Utilize call monitoring, tNPS, NPS and additional channels to… more
- BlackRock (Atlanta, GA)
- …to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is a Associate /VP eligible role in US Wealth Advisory. The team is ... **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk management … more
- Broadridge Financial Solutions (Atlanta, GA)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Cherry Bekaert (Atlanta, GA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... has been so outstanding that we are seeking an International Tax Staff Associate . Our international tax team provides international tax services to help businesses… more
