- Bank of America (Yardley, PA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** At Bank...offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Yardley, PA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth… more
- Bank of America (Bridgewater, NJ)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Bridgewater, New Jersey **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- UMB Bank (Trenton, NJ)
- …discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail ... to ensure transactions are accurately reflected by collaborating with the advisor /portfolio manager or trader. + Analyze security pricing exceptions to ensure… more