Advisor Support Representative TRC Talent SolutionsAdvisor Support RepresentativeSandy Springs, GEORGIATroubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processesskills that will propel your career in financial services!
Operations Processing Specialist TRC Talent SolutionsOperations Processing SpecialistSandy Springs, GAAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.#ZR The Operations Processing Specialist plays a key role in supporting independent financial advisors and internal operations teams through the processing of client account documentation and service requests.
NewSVP, Associate General Counsel DCM INFOTECH LIMITEDSVP, Associate General CounselLawrenceville, GAThis senior attorney will manage and mentor other attorneys in the Legal Department, anticipate and mitigate potential legal and regulatory risks, provide legal support and strategic legal advice to cross-functional business partners, and ensure the Company's operations remain compliant with all applicable state and federal financial services laws. Significant background working for a FinTech, bank, credit union, non-depository lending institution, state or federal consumer financial services regulatory agency, or with a large law firm representing consumer financial services companies.
NewAVP, Associate General Counsel DCM INFOTECH LIMITEDAVP, Associate General CounselLawrenceville, GAFamiliarity with applicable consumer lending laws and regulations such as Truth in Lending Act, Equal Credit Opportunity Act, Fair Credit Reporting Act, Gramm-Leach-Bliley Privacy Act and Unfair, Deceptive and Abusive Acts and Practices (UDAAP). The AVP, Associate General Counsel provides hands-on counsel to the company's business units and assists General Counsel in managing the operations of legal department.
Client Relationship Associate Connect Staffing, Inc.Client Relationship AssociateAtlanta, GAWorking alongside an experienced commercial banker, you'll develop relationships with business owners and professional referral partners—including attorneys, CPAs, physicians, wealth advisors, and other professionals throughout the Atlanta community. This is an excellent opportunity for a relationship-focused professional who enjoys meeting new people, building trust, and helping businesses succeed.
Executive RN Director of Utilization Management and CDI Healthcare Recruitment PartnersExecutive RN Director of Utilization Management and CDIGainesville, GAAct as operational leader for Clinical Documentation Improvement Initiative with The Advisory Board to achieve "best practice" across the System, partnering with the medical staff, including Hospital employed Physicians and independent Physicians providers in the community. You’ll work closely with physicians, hospital leadership, and cross-functional teams to reduce denials, improve Case Mix Index (CMI), and support quality patient care.
NewAdvisor, IT Enterprise Technology Architect The Intersect GroupAdvisor, IT Enterprise Technology ArchitectAtlanta, GAThis organization is committed to engineering excellence, cloud modernization, security, and continuous improvement, providing technology professionals the opportunity to influence platforms that support complex enterprise operations across multiple business units. 10+ years of experience designing, building, and operating enterprise technology solutions with at least 3 years in Enterprise Architecture, Platform Architecture, Solution Architecture, or Software Architecture roles.
NewSenior Branch Operations Manager (Atlanta, GA) Oppenheimer & Co. Inc.Senior Branch Operations Manager (Atlanta, GA)Atlanta, GAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions.
NewRegistered Client Service Associate (Atlanta, GA) Oppenheimer & Co. Inc.Registered Client Service Associate (Atlanta, GA)Atlanta, GAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+Sandy Springs, GA$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Client Service Associate The Quest OrganizationClient Service AssociateAtlanta, GAExperience in client service, operations, or relationship management within financial services, wealth management, asset management, or a related industry. Join a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence.
Customer Service-Call Team TRC Talent SolutionsCustomer Service-Call TeamAtlanta, GARemoteTemporaryCompany: Porsche Financial Services (TRC Talent Solutions) TRC Talent Solutions, the exclusive talent and recruiting partner for Porsche Financial Services, is seeking Customer Service Representatives to support Porsche Financial Services and its luxury brand partners Bentley and Lamborghini. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
Customer Service Representative TRC Talent SolutionsCustomer Service RepresentativeAlpharetta, GEORGIAThis is an excellent opportunity to develop your customer service career while gaining experience across multiple business areas, including Customer Service, Collections, Recovery Support, and Dealer Services. TRC Talent Solutions is Hiring Customer Service Representatives in Alpharetta, Ga Looking to build a long-term career with a leading financial services organization?
Associate Director of Financial Aid Agnes Scott CollegeAssociate Director of Financial AidDecatur, GAFull timeVerifies Student's Eligibility status based on Citizenship/Eligible Non-Citizen and Dependency Verification Administers daily Imports of ISIRs and reviews Unlinked ISIR records Maintains, updates and enhances the Office of Financial Aid's yearly Financial Aid Forms Maintains and regulates the Office of Financial Aid records storage, retention and secure file removal Represents the office in the absence of the director. Office: Office of Financial AidReports to: Director of Financial AidWork Period: 12-monthHours: Full-timeOvertime: ExemptJob Grade: 8General Summary: Assists with the overall operation of the Office of Financial Aid; counsels students and parents regarding the financial aid process; analyzes financial aid applications; administer federal and state programs.
Sr BOA Edward D Jones & Co LPSr BOACumming, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Associate Vice President of Administration & Director of Financial Aid (AVP-DFA) Morris Brown CollegeAssociate Vice President of Administration & Director of Financial Aid (AVP-DFA)Atlanta, GAFull timeManage Uniformed Guidance Audits, reporting, and Program Participation Agreements (PPA)Monitor and adhere to all federal, state, and institutional regulations (Title IV, FERPA, GLBA).Ensure compliance with ED requirements: disbursement, R2T4, SAP, consumer disclosures (Security Report, Net Price Calculator, IPEDS Report, Guide to Student Consumer Information, etc.)Oversee compliance with scholarship programs and institutional aid policies. The AVP-DFA serves as a member of the President's Executive team and works collaboratively across Financial Aid, Student Accounts, Academics, Enrollment Management, IT, and Finance to ensure seamless, compliant operations that support student success and institutional accountability.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Advisors -Senior Client Associate - Atlanta, GAAtlanta, GAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
NewPython Developer Data Protection Services SGA Inc.Python Developer Data Protection ServicesAlpharetta, GAResponsibilities : You will onboard new and maintain existing API microservices to support business needs and integrate with the tech ecosystem focused on sensitive data detection across all structured and unstructured data to mitigate firm risk, with Just-in-time access and minimal system owner involvement, while ensuring that scan results are available to downstream systems. You will work with the Data Protection Dev squad supporting Development & Operational tasks involved in data security services, ranging from service delivery, task automation, DevOps tasks and supporting an on-call rotation.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorMarietta, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.