- Citizens (Pittsburgh, PA)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Vanguard (Malvern, PA)
- …drive alignment and impact. Qualifications + 10+ years of leadership experience in financial services client facing roles, relationship management and ... them. As the Senior Manager, Head of Operation Client Relationships for our Financial Advisor Services (FAS) business, you will lead the development of a… more
- Raymond James Financial, Inc. (Doylestown, PA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- KeyBank (Souderton, PA)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more
- Black & Veatch (Canonsburg, PA)
- …clients. + **Business and financial literacy,** including a general understanding of client financial and risk drivers and key Black & Veatch metrics for ... to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify… more
- Bank of America (Conshohocken, PA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages...Has at least one year experience working in the financial service industry and/or a sales environment… more
- PNC (Hershey, PA)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- CVS Health (Harrisburg, PA)
- …deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related ... formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This...team will position CVS Health as a leader in client satisfaction and service in the PBM… more
- Vanguard (Malvern, PA)
- …consultation. + Conducts advanced needs analysis of client 's financial situation, identifies comparable Vanguard products/ services , positions solutions that ... their financial goals by effectively positioning Vanguard products and services using client relationship management skills and Vanguard investment… more
- Wells Fargo (Dallas, PA)
- …in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial ... + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) + Financial services experience + Client services experience +… more