- Morgan Stanley (Allentown, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… 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 ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- Morgan Stanley (Allentown, PA)
- …such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Service Associate * **Location:** *Pennsylvania-Allentown*… more
- Guardian Life (Bethlehem, PA)
- This is a service oriented role in a fast- paced environment for a retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds, ... fixed income, and annuities. Orders are accepted from PAS Registered Representatives and our end clients via phone or...order entry through Annuity net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA,… more
- Compass Group, North America (Pottstown, PA)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... team of associates. You will be responsible for managing client relations, along with ensuring that the food offered...Off + Holiday Time Off (varies by site/state) + Associate Shopping Program + Health and Wellness Programs +… more