Client Advisor Salary at United Bmw BETA

Job Summary: Our client is seeking a Customer Service Professional to join their team! This role is located in Alpharetta, GA. Duties: Support all functions handled in the Business Finance Operations Team (BFO), including RYLs and Retail RYLs and Profile Creation/Updates Complete various transactions utilizing systems including EWI/ECPD, Work Flow Manager (WFM), ACSS, and OneSource Research issues to analyze business situations and provide recommendations incorporating both customer and compliance point of view Navigate in Work Flow Manager (WFM) in relation to all functions of the Business Finance Operations (BFO) Troubleshoot and cross-reference WFM requests based on information provided to ensure resolution Adapt to performance measurements for functions being handled in Business Finance Operations (BFO) Place outbound calls to internal and external customers as required to obtain immediate resolution and/or completion of tasks, providing additional guidance and education on process

Client Advisor – UHNW Clients Responsibilities: Client Relationship Management: Serve as the primary point of contact for UHNW clients, providing personalized financial advice and wealth management solutions. Investment Advisory: Develop and implement tailored investment strategies, asset allocation, and portfolio management in alignment with clients’ financial goals. Financial Planning: Offer comprehensive wealth planning services, including estate planning, tax optimization, philanthropy, succession planning, and trust structures. Risk Management: Assess and mitigate risks in client portfolios, ensuring compliance with regulatory requirements and internal policies. Product & Service Offerings: Advise on a range of financial products, including equities, fixed income, alternative investments, private equity, hedge funds, and structured products. Business Development: Identify and onboard new UHNW clients through networking, referrals, and strategic partnerships. Collaboration: Work cl

We are a retirement and financial planning firm based in Atlanta. As a registered investment adviser, we work with high net-worth individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. **Job Summary** **:** Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ . + Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication + Acts in a pro-active manner with assigned

About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second. We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Category Insurance Description Client Service Executive The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of t

**BluePearl Pet Hospital in Westside, GA** **is currently** **seeking a new** **Veterinary** **Client Service** **Superviso** **r.** + Are you a passionate leader who is ready to make a difference? + Do you have excellent time management, follow through and organizational skills? + Do you love building successful teams who provide premier customer service and patient care? As a Veterinary Client Service Supervisor, you will: + Plan, monitor and ensure completion of the initial training program for new Client Service associates to ensure that we offer the highest possible level of personal care to meet each clients unique set of circumstances. + Guide?the?Client?Service?Team?Leader?to schedule?client?service?associates?cost-effectively?to?ensure?the?provision?of sufficient staffing to meet and/or exceed client needs at every?shift.? + Be an integral member of the management team and the link between the client, the patient and the caregivers, offers feedback to co-managers to identify s

The primary purpose and function of the Practice Manager is to manage the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary medical team. The Practice Manager, in partnership with the Chief of Staff (COS), ensures good communication with clients, associates, field leadership, Central Team Support, and PetSmart, and partners with the PetSmart Store Director, Salon Manager, Training Manager and PetsHotel Manager (if applicable) to optimize growth of both businesses. The Practice Manager partners with the COS (if applicable) to operate an effective and productive hospital team, ensure a safe and engaging hospital environment, and improve both the medical quality and business performance of the hospital.

Job Type Full-time Description About Blue Trust Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.* * As of 6/30/2024 and subject to change. Role Overview We are seeking a dedicated Client Service Associate with a passion for delivering exceptional client service. This role will report directly to the Client Service Manager and requires a self-starter who is excited to support team members in serving the unique needs of institutional clients and ultra-high-net-worth families. This individual will serve as a first responder for client requests and be able to thrive in a fast-paced, team-oriented environment and have a high attention to detail and str