- Guardian Life (Bethlehem, PA)
- …growth and an opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial ... of brokerage and advisory accounts. Candidates must possess exceptional customer service skills, be highly engaged and...to build a career with our financial services and wealth management team. **You have:** + 3+… more
- Bank of America (Allentown, PA)
- Wealth Management Client Associate Allentown, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer… more
- TD Bank (Royersford, PA)
- …obtain within licensing and registration schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... States of America **Hours:** 40 **Line of Business:** TD Wealth **Pay Detail:** $90,000 - $90,000 USD TD is...Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact… more
- Morgan Stanley (Allentown, PA)
- …and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Complex Risk Officer keeps ... * Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations *...* Liaises with the Legal and Compliance Division with customer complaints and litigation * Together with the Complex… more
- Guardian Life (Bethlehem, PA)
- …inbound service calls **You have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance, retirement and/or ... General Agencies to help drive referrals and improve the customer experience through proactive outreach to existing clients. You...wealth management knowledge + Series 7,66 or… more
- Guardian Life (Bethlehem, PA)
- …customer needs to identify areas of opportunity for differentiated product or service enhancements to meet customer expectations and achieve growth for ... out a robust suite of offerings across health, protection, wealth accumulation, and wellness + This position will be...future, this position may also be involved in the management of new & existing strategic product partnerships, to… more
- JPMorgan Chase (Harleysville, PA)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and supports employees so that they can provide superior service to every customer + Promotes a...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- House of Blues (Allentown, PA)
- …including management level work experience + Strong knowledge of customer service , computer operations, and accounting/cash management procedures ... working environment and maintain staff morale + Ensure Ticketing department delivers exceptional customer service to all guests and works proactively to resolve… more
- Wells Fargo (Allentown, PA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… 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 about ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… more
- Citizens (Pottstown, PA)
- …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with more complex ... + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to… more