Summary/Objective Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.)
About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the
Summary/Objective Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving
About Mantis We help organizations improve how their buildings perform by bringing together energy, facility operations, and sustainability into one connected approach. At Mantis, our teams work across the full lifecycle of a facility—from planning and