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The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
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Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
$133,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Includes auditing and reporting; developing, reviewing, and maintaining QA/QC tools; and developing and presenting training materials relevant to the OU main business lines, which include environmental restoration and compliance; fuels/fueling systems repair and maintenance, National Environmental Policy Act (NEPA), biological and cultural services; munitions response and unexploded ordnance; asset management of structures and utilities; facility master planning; and alternative energy.
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Our well-established client needs to add a Senior Staff Accountant to their growing accounting team. Strong critical thinking skills, using logic and reasoning to identify alternative solutions to problems.
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The Manager of Client Finance role is fully remote (or work from our luxury offices in Chicago, Indianapolis, Boston, NYC, Gladstone NJ if preferred). If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at QuestionForHR@precisionmedicinegrp.com.
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Be responsible for the accounting, finance, and operations for the assigned alternative investment funds, including various hedge fund of funds and/or private equity fund of funds. Private fund vendor experience; transfer agent, custodian, fund accounting, client services.
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The Atlanta office itself is located at Atlantic Station, a brownfield reclamation and mixed-used development that houses everyday amenities including alternative transportation options within walking distance.
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Partnering with our client-facing CSM teams participating in RFP to extend existing account relationships into new geographies and new products (e.g. employee wellness, employee rewards and recognition, perks and savings, substance abuse, telemedicine and iCBT programs.
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Minimum of 3 years related experience in financial services & alternative investments, software and/or a large consulting firm industries. The highest level of client service is expected as the Project Manager will drive the project to completion, build client relationships and exceed client expectations to meet deadlines, ensuring a happy, referenceable client.
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Support the certification processes through execution of project plans as part of the Vehicle Certification Team; Serve as an active link between PAG, Food and Beverage Client, PCL, EPA, CARB, Transport Canada, and Environment Canada to assist in the issuance of Certificates (CoC) and Executive Orders (EO) within defined Certification Targets dates.
ExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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After raising $335M USD in a Series D led by Goldman Sachs' Growth Equity business, we continue to expand outside of Europe and are actively hiring for our North America market, with regional offices based out of Atlanta, GA.As part of the Exotec Maintenance team, the Control Center supports our existing clients on a long-term basis, ensuring the continuous performance of our systems and client satisfaction around the clock - 24 hours per day, 7 days per week.
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The role provides the right person with unlimited opportunities to pursue a Client Relations’ role in the startup/alternative investments space. 1776ing is an online business platform designed to enable investment advisers to raise capital from accredited investors who seek alternative investments.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Advocates client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances, both formal and informal.
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Job Summary:The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review.
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Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options. Independently prepare marketing information for smaller and/or less complex accounts for Producer or client.
ExpandApply NowActive JobUpdated 18 days ago
alternative client jobs in Atlanta, GA
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