- Morgan Stanley (Allentown, PA)
- …other materials for client meetings * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- JPMorgan Chase (Allentown, PA)
- …provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- Citizens (Clinton, NJ)
- …that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client ... short- and long-term goals, then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a… more
- ADP (Allentown, PA)
- …the latest digital technology. You will serve as a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and ... existing accounts. + **Collaborate Daily.** You will serve as a trusted advisor, partner , and ADP ambassador to your clients, internal partners, and overall network… more
- Bank of America (Allentown, PA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (Flemington, NJ)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Verdantas (Bethlehem, PA)
- …employees, clients, and the communities we serve. As a reliable partner , Verdantas offers integrated solutions and forward-thinking strategies in environmental ... and within budgetary requirements. **Responsibilities:** + Project Manager is responsible for client satisfaction and relationship management in an effort to exceed … more
- H&R Block (Allentown, PA)
- …confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. As a **Team Leader** at ... leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (ie, clients,… more
- MarketSource (Allentown, PA)
- …a District Manager. This position requires someone that can meet and exceed client field expectations with overall district responsibility for Client Program ... their jobs effectively, the District Manager must have excellent client service skills, ability to identify, hire, train and...launch of projects and initiatives + Participate in retail partner 's weekly sales meeting + Provide regular reports to… more
- H&R Block (Bethlehem, PA)
- …responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives for three ... and logistics for multiple offices with support from Associate Team Leaders + Partner with the District General Manager (DGM) to create and implement office-level… more
- H&R Block (Whitehall, PA)
- …make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining us as a ... and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives....**What you'll bring to the team ** **:** + Partner with District General Manager to create and implement… more
- Edward Jones (Allentown, PA)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements,… more
- Maxim Healthcare Services (Bethlehem, PA)
- …their own homes throughout the Lehigh Valley. Join a team that finds the right client for you! Why Join Maxim: + Competitive Pay & Weekly Paychecks + Health, Dental, ... Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or services provided to client (s)...and filling critical healthcare needs makes us a trusted partner wherever care is needed. Maxim Healthcare Services is… more
- Healthcare Services Group, Inc. (Easton, PA)
- Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare ... who live out our Company Purpose and are committed to #GoingBeyond for our Client , Resident, and Employee Communities! + Going Beyond Assistance Fund - A 501(c)(3)… more
- Bank of America (Allentown, PA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning… more
- Securitas Security Services USA, Inc. (Allentown, PA)
- …The Multi-Site Security Officer position you will be monitoring and patrolling different client sites on a variety of schedules. Helps maintain a safe and secure ... monitoring and patrolling the premise at a variety of client sites. They preserve order while enforcing regulations and...seen more than most. That's why Securitas is the partner of choice for companies and an employer of… more
- Wells Fargo (Allentown, PA)
- …**In this role, you will:** + Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs ... and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses,… more
- Wells Fargo (East Greenville, PA)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- IQVIA (Bethlehem, PA)
- …and practices. IQVIA's team of professionals dedicated to partnering with our client to drive healthcare forward and to enable medical breakthroughs that advance ... + Anticipating risk and implementing mitigation strategies for assigned activities and partner with project leader and other functional leads in problem solving and… more
- TD Bank (Easton, PA)
- …and/or refer them to the appropriate team member or internal Bank partner , while ensuring a positive customer experience + Accurately completes everyday banking ... the creation & management of self-generated leads, the management of received partner /retail to retail referral leads or campaign leads, customer outreach (outbound… more