- JPMorgan Chase (Allentown, PA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Pottstown, PA)
- …223 Shoemaker Road - Pottstown, Pennsylvania 19464 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (Pottstown, PA)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Insight Global (King Of Prussia, PA)
- Job Description Our client is a Healthcare Software company that provides revenue and payment cycle management and connects payers, providers, and patients to the ... system. They are looking to hire a Payment Accuracy Advisor for an 6-month contract opportunity with potential to...Sr PAA and Engagement Managers for planning and managing client works * Meeting and exceeding metrics such as… more
- Vanguard (Malvern, PA)
- …and investment products. In this role you will + Serve as a trusted advisor and provide strategic legal advice for issues impacting our mutual fund and ETF ... and advance organizational strategies and activities. + Ensure that fund and advisor legal matters implicating areas across the company are adequately addressed,… more
- Sodexo (Bethlehem, PA)
- …and student satisfaction through strong leadership skills; + Integrate fully within our client 's organization and be a trusted advisor with a customer service ... Lehigh University in Bethlehem, PA. Lehigh University is a private research university in Bethlehem, PA. The university was...focus; + Achieve company and client financial targets and goals. **What We Offer** Compensation… more
- GAF (Allentown, PA)
- …team to deliver world class service. Expect to juggle competing priorities and client requests/deadlines on a regular basis. + Build: Own, progress, and close the ... building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to...and potential customers. Navigate when to defer to a client 's request vs. when to guide a client… more
- Lumen (Audubon, PA)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Johnson, Mirmiran, and Thompson Inc. (Allentown, PA)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, currently ranked #61 on ... and coordinate assignments with limited supervision. Acts as a technical advisor to less experienced engineers. Benefits JMT offers outstanding opportunities for… more
- Vanguard (Malvern, PA)
- …oversight, and global regulations impacting investment management. Prior experience with private funds is a plus. Candidates should demonstrate a strong track ... This role reports to the Head of Global Fund, Advisor , and Distribution Compliance and is a senior leader...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more