- Bank of America (Camp Hill, PA)
- Wealth Management Client Associate Camp Hill, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (York, PA)
- Wealth Management Client Associate York, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Camp Hill, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Morgan Stanley (York, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Wells Fargo (Lancaster, PA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …be successful, you will have an in-depth knowledge of event coordination and management , corporate proxy rules, and client communication. You will guide clients ... and verifying of future development enhancements Work directly with internal Product Management team, Sales organization and Client Experience staff Communicate… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …the Broadridge team. Broadridge is hiring! We have several openings for Client Service Representatives for temporary contract positions during our busy season. In ... this role, you will be working together with our Client Facing team, checking the accuracy of all financial documents and entering data into a tracking database. the… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more