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Comprehensive benefits package, including medical, dental, vision insurance, 401(k) plan, personal medical and parental leave, paid holidays, dependent care, elder care, concierge services, financial and physical well-being, and personal health advocacy programs, and various corporate discounts.
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Corporate Transactions, Capital Markets, M&A – Associate (On or Off-Track) LOCATION: AtlantaOur client, a top AmLaw 50 international law firm, is seeking a highly qualified and motivated Mid-Level Transactional Attorney, with Mergers and Acquisition Experience Candidate Profile: JD from a top-tier law school with a strong academic record.
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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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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
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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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Associates are key team contributors to diverse client engagements including tasks such as: financial statement analysis, conducting information gathering/due diligence, developing financial and valuation models, performing market and industry research, and constructing thorough and concise narrative reports.
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KPMG is currently seeking a Tax Associate for our Korean practice in Business Tax Services. Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more.
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Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office.
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Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model. Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
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Our client, a top AmLaw 50 international law firm, is seeking a highly qualified and motivated Mid-Level Transactional Attorney, with Mergers and Acquisition Experience. Our client, a top AmLaw 50 international law firm, is seeking a highly qualified and motivated Mid-Level Transactional Attorney, with Mergers and Acquisition Experience.
$310,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience. Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Private Client Services, to make an immediate impact by supporting Advisory teams in all aspects of wealth management.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Develop financial models (e.g., three statement forecast, liquidity forecasting) and client presentations independently and accurately. 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred.
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Certifications:Juris Doctor (JD) degreeAdmission to the Georgia State BarCIPP certification preferredSpecialized industry experience in healthcare or financial services is a plus This large Atlanta-based firm has well rounded and outgoing associates.
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The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.
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client services financial jobs Title: associate in Atlanta, CA, Canada
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