- 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 lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Morgan Stanley (Camp Hill, PA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- Morgan Stanley (York, PA)
- …(M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Pennsylvania-York* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing role, you will be responsible for overseeing all aspects of ... knowledge of event coordination and management, corporate proxy rules, and client communication. You will guide clients through the shareholder meeting process… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …feedback and support as needed. + Collaborate with other teams to address client issues and ensure timely resolution of inquiries and requests. + Maintain a ... understanding of our products, services, and systems to effectively support client needs. + Identify opportunities for process improvements and workflow optimization… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated with the presentation, and the subsequent… 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...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …advisor site outputs. This role ensures what we deliver meets what the client expected while reducing the time from sales to implementation. Responsibilities + ... + Capture, document, and memorialize configurations for use in supporting the client and internal team uses to thoroughly understand and use the program.… more