- 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 (Allentown, PA)
- Wealth Management Client Associate Allentown, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer… more
- Morgan Stanley (Allentown, PA)
- …and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Complex Risk Officer keeps ... * Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations *...* Liaises with the Legal and Compliance Division with customer complaints and litigation * Together with the Complex… more
- Bankers Life (Allentown, PA)
- …your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning ... - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services… more
- Bankers Life (Allentown, PA)
- …Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build a workday ... - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services… more
- Guardian Life (Bethlehem, PA)
- …inbound service calls **You have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance, retirement and/or ... General Agencies to help drive referrals and improve the customer experience through proactive outreach to existing clients. You...wealth management knowledge + Series 7,66 or… more
- Guardian Life (Bethlehem, PA)
- …customer needs to identify areas of opportunity for differentiated product or service enhancements to meet customer expectations and achieve growth for ... out a robust suite of offerings across health, protection, wealth accumulation, and wellness + This position will be...future, this position may also be involved in the management of new & existing strategic product partnerships, to… more
- House of Blues (Allentown, PA)
- …including management level work experience + Strong knowledge of customer service , computer operations, and accounting/cash management procedures ... working environment and maintain staff morale + Ensure Ticketing department delivers exceptional customer service to all guests and works proactively to resolve… more