Client Services Manager-Investment Advisory Firm
We are partnering with an investment advisory firm that is seeking a Client Service Manager. The core of their business is providing comprehensive investment counseling and portfolio management. The Client Service Manager is an individual contributor role assisting clients in the administration of their investment accounts and helping to coordinate tax, trust, and estate planning with professionals in those areas. The purpose of this position is to serve the existing and new client base with all service requests.
Primary Responsibilities:
- Administrative/service functions to service clients
- Provide support to portfolio managers on a team-based environment
- Interface with custodians to manage account activities that are administrative in nature- cash management, transfers, required minimum distributions etc.
- Providing exceptional service to all clients by processing their requests in an accurate and timely manner.
- Build trusted relationships with portfolio managers, clients, and other professionals such as CPAs and attorneys who work with the clients.
- Assist portfolio managers to support the day-to-day needs of clients and in preparing meeting workbooks.
- Manage client meeting notes and ensure accurate reporting in the CRM system.
Requirements:
- Bachelor’s Degree preferably in finance or business-related field
- Strong client services experience
- Financial services experience is a plus
Benefits include:
- Employer paid health insurance (100% covered)
- Employer funded SEP Retirement Plan (15%)
- Health savings account (annual $2.8k funded by employer to cover high deductible)
- Life insurance ($50k)
- 125 Cafeteria Plan
- Discretionary annual bonus
- Potential tuition reimbursement
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Crew Call: Various Positions for ULB TV Movie
Job Description:
An ultra-low-budget (ULB) TV movie is seeking dedicated crew members for a 13-day shoot in the metro Atlanta/Marietta, GA area. This is a local hire or work-as-local opportunity, with no lodging or travel provided. We’re looking for passionate professionals ready to bring their expertise to a collaborative environment.
Open Positions:
- Coordinator
- Production Designer & Props
- Costume Designer
- Sound Mixer
- 1st & 2nd Assistant Directors (AD)
- Gaffer & Key Grip
- 1st & 2nd Assistant Camera (AC)
- Hair & Makeup Artists
- Production Assistants (PAs)
Job Responsibilities:
- Collaborate with the production team to execute a high-quality TV movie within budget constraints.
- Deliver professional and efficient work in your designated department.
- Maintain a positive and adaptable attitude on set.
- Follow the production schedule and meet all deadlines.
Requirements:
- Previous experience in your respective role is highly preferred.
- Must be local to the metro Atlanta/Marietta area or willing to work as a local.
- Reliable transportation to and from set.
- Strong work ethic, attention to detail, and a team-oriented mindset.
Compensation Details:
- Ultra-low-budget rates in accordance with ULB guidelines. Specific rates will be provided upon offer.