- Bank of America (Wayne, PA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses....leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service … more
- Robert Half Finance & Accounting (Media, PA)
- …the risk for both the client and the firm * Serve as the Tax client service coordinator for appropriate clients * Advise clients on a full spectrum of corporate ... of associates and Seniors. * Serve as a Career Advisor , mentor or coach to one or more employees,...oriented standards * Assist with new business development, extended service and tax issue recognition for existing clients *… more