- 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 (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...and maintenance of team's digital presence **Skills:** + Account Management + Client Management + Customer… 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 (Allegheny, PA)
- Private Wealth Client Associate Allegheny, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Advisor Team(s) to share with clients. **Skills:** + Account Management + Client Management + Customer… 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 (York, PA)
- Wealth Management Client Associate York, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... **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 (Pittsburgh, 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
- Kestra Financial (Sewickley, PA)
- …to providing superior client experience. This position utilizes excellent customer service , attention to detail, and time management skills. Essential Duties ... The Client Service Coordinator reports to the Operations Director and...Excel and Power Point) are essential + Strong time management and organizational skills; able to work independently and… more
- TD Bank (Philadelphia, PA)
- …geography required ** Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the ... insurance sales development and product enhancements + Works with Wealth Practice Management to develop and reinforce...Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners,… 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 (Pittsburgh, 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
- Bank of America (Wayne, 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 (Jamison, 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
- M&T Bank (York, PA)
- …account reviews and re-evaluation of customer needs. Deliver a high quality customer service experience during each customer interaction through a ... If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth… more
- Bank of America (Camp Hill, PA)
- Merrill Team Financial Advisor Camp Hill, Pennsylvania;Columbia, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...+ Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service… 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
- M&T Bank (State College, PA)
- …account reviews and re-evaluation of customer needs + *Deliver a high-quality customer service experience during each customer interaction through a ... new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors,… 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