- Raymond James Financial, Inc. (Devon, PA)
- **Job Description** **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Wells Fargo (Wayne, 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 ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Robert Half (Philadelphia, PA)
- …on our projects and client requests and commitments . Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. ... s and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of M anagers, you may… more