- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- Guardian Life (Harrisburg, PA)
- …Very High Standards" important to you? If so, then you might be our next Associate Account Service Manager. This opportunity is within the Enterprise Contact ... Guardian's clients and brokers in the 2-1999 space. The Associate Account Service Manager serves...years group insurance experience + Previous experiences in a client facing or account management role +… more
- Raymond James Financial, Inc. (Oil City, PA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Devon, PA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Newtown, PA)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Cognizant (Philadelphia, PA)
- …Experience** . 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm . ... Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager ( Associate Director)** who will be responsible… more
- WTW (Philadelphia, PA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Bank of America (Yardley, PA)
- Wealth Management Client Associate Yardley, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Vanguard (Malvern, PA)
- …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... clients via inbound phone calls to assist with their account -related needs. If you have a passion for serving...supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner… more