- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Vanguard (Malvern, PA)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you can be based ... position is primarily based in a PNC location. The Client Service Associate serves as the primary...client implementation and servicing issues as necessary to senior leadership. + Communicates with internal partners to identify… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Securities Analyst Associate within PNC's Asset Management Group Investment Office organization, you will be ... constituents, leveraging quantitative optimization methods to balance active risk with client objectives. The team manages approximately $8Billion in AUM. The ideal… more
- The Hartford (Wayne, PA)
- …Hartford Funds Management Group, Inc. and its subsidiaries, which include two registered investment advisers, a broker-dealer, and a transfer agent. Hartford Funds ... independent auditors, and colleagues throughout the Hartford Funds organization and its senior leadership team. In addition, the attorney will have opportunities to… more