- Morgan Stanley (Allentown, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Allentown, PA)
- …such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Service Associate * **Location:** *Pennsylvania-Allentown*… more
- Guardian Life (Bethlehem, PA)
- This is a service oriented role in a fast- paced environment for a retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds, ... fixed income, and annuities. Orders are accepted from PAS Registered Representatives and our end clients via phone or...order entry through Annuity net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA,… more