Registered Client Associate
Atlanta, GA · On-site
... Assist in the preparation of client reports and other materials for client meeting. Practice ... Management Organize logistics of team marketing events, develop and maintain team marketing ...
Atlanta, GA · On-site
... Assist in the preparation of client reports and other materials for client meeting. Practice ... Management Organize logistics of team marketing events, develop and maintain team marketing ...
Atlanta, GA · On-site
... Assist in the preparation of client reports and other materials for client meeting. Practice ... Management Organize logistics of team marketing events, develop and maintain team marketing ...
$49K - $59K/yr
This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...
$49K - $59K/yr
This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...
Atlanta, GA · On-site
$42K - $52K/yr
Description Hurley Elder Care Law is seeking a detail-oriented and organized Legal Assistant to ... client interactions, and administrative management. This role is ideal for a motivated individual ...
Atlanta, GA · On-site
$42K - $52K/yr
Description Hurley Elder Care Law is seeking a detail-oriented and organized Legal Assistant to ... client interactions, and administrative management. This role is ideal for a motivated individual ...
Atlanta, GA · On-site
$17.50 - $23.50/hr
In addition, the incumbent will assist in maintaining a neat, clean and orderly appearance in the lobby and overall center throughout the day. Summary: The Client Services Coordinator (Registrar) is ...
Atlanta, GA · On-site
$17.50 - $23.50/hr
In addition, the incumbent will assist in maintaining a neat, clean and orderly appearance in the lobby and overall center throughout the day. Summary: The Client Services Coordinator (Registrar) is ...
Atlanta, GA · On-site
$49K - $59K/yr
This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...
Atlanta, GA · On-site
$49K - $59K/yr
This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
$95 - $120/hr
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
$95 - $120/hr
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
$38K - $48K/yr
Attend client meetings and assist with ongoing relationship management. * Represent the bank at networking events, industry associations, and community organizations. * Identify opportunities to ...
Quick apply
Atlanta, GA · On-site
$38K - $48K/yr
Attend client meetings and assist with ongoing relationship management. * Represent the bank at networking events, industry associations, and community organizations. * Identify opportunities to ...
Atlanta, GA · On-site
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Atlanta, GA · On-site
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Atlanta, GA · On-site
$72K - $98K/yr
Client Success Executive Your Opportunity The Client Success Executive is responsible for working ... * Assist Account Executives with increasing utilization, expansion, and renewals by leveraging ...
Posted today
Quick apply
Atlanta, GA · On-site
$72K - $98K/yr
Client Success Executive Your Opportunity The Client Success Executive is responsible for working ... * Assist Account Executives with increasing utilization, expansion, and renewals by leveraging ...
Posted today
Provide outstanding service to the client. * Assist Supervisors and Claim Department with requested tasks or special projects. * Other duties as assigned. Position is remote/working from home . ...
Provide outstanding service to the client. * Assist Supervisors and Claim Department with requested tasks or special projects. * Other duties as assigned. Position is remote/working from home . ...
Atlanta, GA · On-site
$17/hr
Work closely with our daycare locations to ensure a seamless client experience * Assist with special sales campaigns and seasonal promotions * Support social media engagement and client outreach ...
Atlanta, GA · On-site
$17/hr
Work closely with our daycare locations to ensure a seamless client experience * Assist with special sales campaigns and seasonal promotions * Support social media engagement and client outreach ...
Kennesaw, GA · On-site
Intertek-PSI National Client Manager Kennesaw, GA Remote/Hybrid Intertek, a leading provider of ... Advise and assist with in the development of quality marketing materials * Perform other duties as ...
Kennesaw, GA · On-site
Intertek-PSI National Client Manager Kennesaw, GA Remote/Hybrid Intertek, a leading provider of ... Advise and assist with in the development of quality marketing materials * Perform other duties as ...
Be Seen First
Atlanta, GA · Remote
$33K - $85K/yr
As a Client Services Coordinator, you will follow up with prospective members, conduct brief qualifying interviews, explain available membership options, and assist qualified applicants with signing ...
Quick apply
Be Seen First
Atlanta, GA · Remote
$33K - $85K/yr
As a Client Services Coordinator, you will follow up with prospective members, conduct brief qualifying interviews, explain available membership options, and assist qualified applicants with signing ...
Provide outstanding service to the client. * Assist Supervisors and Claim Department with requested tasks or special projects. * Other duties as assigned. Position is remote/working from home . ...
Provide outstanding service to the client. * Assist Supervisors and Claim Department with requested tasks or special projects. * Other duties as assigned. Position is remote/working from home . ...
Atlanta, GA · On-site
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Atlanta, GA · On-site
Participate in client meetings to present concepts, capabilities, and strategic recommendations * Assist in developing proposals, presentations, and concept decks for client opportunities * Concept ...
Client Portfolio Manager in Alpharetta, Georgia 30005 Annual Salary: $70,408.00 per year ... Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement ...
Client Portfolio Manager in Alpharetta, Georgia 30005 Annual Salary: $70,408.00 per year ... Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement ...
Atlanta, GA · On-site
Review, report, and maintain accurate records, document all issues/concerns, and submit to the client. * Assist in performing root cause analysis. * Determine when/if escalation to leadership is ...
Atlanta, GA · On-site
Review, report, and maintain accurate records, document all issues/concerns, and submit to the client. * Assist in performing root cause analysis. * Determine when/if escalation to leadership is ...

Full-time
Re-posted 4 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Wealth Management
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting.
Practice Management
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team
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We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH