- 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 (Blue Bell, PA)
- Wealth Management Client Associate Blue Bell,...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer ... Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of...**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...+ Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer… more
- Bank of America (Pennington, NJ)
- Wealth Management Fraud & Claims - Sr. Fraud...Experience in a call center or a financial/banking center + Customer service experience + Has 1-2 years of ... solutions to clients while focusing on retention and re-establishing client confidence. Wealth Management Fraud & Claims associates will handle inbound calls… more
- M&T Bank (Radnor, PA)
- …(HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service Value Proposition. Partners and communicates ... policies and procedures that align with all aspects of Wealth Management sales and service ...minimum of 2 years' financial service client service experience Strong customer service … more
- JPMorgan Chase (Philadelphia, PA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals and… more
- Bank of America (Allentown, PA)
- Wealth Management Client Associate Allentown, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management … more
- Fox Rothschild LLP (Blue Bell, PA)
- …to maintain highest level of confidentiality. + Ability to provide outstanding customer service to internal and external clients/contacts. + Proficiency with ... **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8)...set high standards for our work product and client service . We function collaboratively, including working closely with attorneys,… more
- Deloitte (Philadelphia, PA)
- …investment banking or capital markets, investment management , wealth management , trust company, insurance provider, or related service provider + Strong ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Bank of America (Bala Cynwyd, PA)
- …Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade ... Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management...Prior trend analysis experience + Strong customer service and communication skills + Strong management … more
- TD Bank (Royersford, PA)
- …obtain within licensing and registration schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... License required ** Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more
- Randstad US (Allentown, PA)
- customer service representative. + allentown , pennsylvania + posted september 17, 2024 **job details** summary + $20 - $21 per hour + temporary + no ... + referenceAB_4610151 job details Randstad is supporting a leading wealth management firm who is looking to...you have the opportunity to bring your passion for customer service to a role and a… more
- TEKsystems (Philadelphia, PA)
- … Service experience Preferred Qualifications: Previous experience in Financial Services/ Wealth Management and/or closely related industry. Ability to handle ... client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good… more
- PNC (Philadelphia, PA)
- …of experience within Legal, Audit, or Compliance * Previous experience within the Wealth Management industry or working with Fiduciary accounts. *Expertise in ... set up, pricing, settlement, custody, and control. *Experience in oversight of wealth management delivery solutions including product selection, due diligence,… more
- Citizens (Wilmington, DE)
- …fiduciary industry trends and be an ambassador for the Bank in the fiduciary wealth management industry and the marketplace. + Responsible for setting and ... role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank NA (CBNA), reporting...and planning, new business development and growth, product and service management , excellence in client service… more
- Deloitte (Philadelphia, PA)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Deloitte (Philadelphia, PA)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... advances in technology, and the changing demands of their customer base. Our clients include the world's leading independent...agents, pension funds, and fund of funds. + Deloitte's Wealth Management Advisory Practice: Our Wealth… more
- DriveTime (Plymouth Meeting, PA)
- …OR equivalent experience.** + **3+ years of related work experience** such as customer service , sales, or retail industry. + **Valid driver's license** and ... to any and all changes in processes: Phase 1: Customer Engagement and Experience Phase 2: Inventory Management...where our mouth is. + **Wellness Program.** Health is wealth ! This program includes self-guided coaching and journeys, cash… more
- M&T Bank (Radnor, PA)
- …reviews and re-evaluation of customer needs + Deliver a high quality customer service experience during each customer interaction through a complete ... new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors,… more