- Bank of America (Wyomissing, PA)
- Wealth Management Client Associate Wyomissing, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... other 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 lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- M&T Bank (Harrisburg, PA)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… 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
- Wells Fargo (Reading, PA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- JPMorgan Chase (Newark, DE)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides… 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)
- …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)
- …of exceeding performance goals. + Exceptional organizational, follow-up, and multi-tasking abilities. + Client service focused with a keen sense of duty to client ... or conversion into a permanent role as a Broadridge Associate . The pay rate for this position is $30.00...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