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Partner with Relationship Manager to create, implement and document in the Investment Policy Statement (IPS) appropriate asset allocation in accordance with client needs and objectives. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.
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Maximize Client CSI, reduce the incidents of buy-backs and resolve dealer parts issues by providing timely and accurate information on the technical application and order status of Mercedes-Benz parts.
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Client Services & Investor Reporting. This role is highly client services focused, with the primary responsibility of working with high-net-worth individuals, Registered Investment Advisors, and internal stakeholders to ensure an exceptional investor experience.
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Our firm is looking to hire a Associate Wealth Advisor to support the Senior Wealth Advisors and to create and nurture long-term needs of firm clients, help to manage client relationships, and to actively participate in the advanced planning process.
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With more than 100 diversified practice areas, including government relations, and policy services, as well as our Encompass e-discovery and information governance services, the Firm provides lateral attorneys joining us with a broad bench from which to pull in practitioners who can team with you to provide client services.
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Demonstrates thorough abilities and/or a proven record of success in identifying and addressing client needs:Participating in client discussions and meetings actively;Communicating a broad range of Firm services; and,Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
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Specifically, the role supports the brokerage operations in the Atlanta office developing presentations, collateral and sales tools; coordinates client engagement activities, events, PR/media; and supports as-needed regional and departmental marketing initiatives.
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No required on-call Support team for scheduling, billing, client services, and customized marketing Compensation : This is a Fee for Service position, earning potential is $55,000 - $65,000 (could vary based on of sessions and bonus opportunities.
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Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.
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Job Summary:The Senior Associate in the Industry Specialty Services Group’s Nonprofit and Grantmaker Advisory team will provide professional services that are sensitive to the needs and values of both nonprofit organizations and funders that support them.
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As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do.
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Develop financial models (e.g., three statement forecast, liquidity forecasting) and client presentations independently and accurately. CFO Services Provides the following pillar of services.
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Our client has an opening for a Litigation Associate to join the team in Atlanta with 4-8 years’ experience. The Litigation Group has a deep roster of talented commercial litigators working seamlessly in a number of industries such as technology, finance, franchise, real estate healthcare and professional services.
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KPMG is currently seeking an Associate Director, Personnel & Insider Risk to join our Firm Security Services organization. Lead incident response, security monitoring, and threat analysis as it pertains to workplace violence prevention and response, protective intelligence and counterintelligence programming, and insider threat programming aligned to all set forth firm specific, client driven, or regulatory obligations.
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Proficiency in common client languages (Dari, Pashto, Arabic, Swahili, French, Burmese, Karen, etc.) As the largest refugee resettlement agency in Georgia, the IRC in Atlanta resettles an average of 1,000 refugees into Georgia annually and provides additional services and assistance to another 2,500 refugees and asylees.
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client services jobs Title: associate in Atlanta, IA, Australia
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