FULL_TIME

FEED

UNKNOWN

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Contribute to employee benefits strategy and the renewal/marketing process through gathering vendor/client information, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc.

YEAR

World Insurance Associates LLC

Employee Benefits Senior Client Associate, Advisory & Consulting

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Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

TravisMathew

Part Time Client Associate - King of Prussia

ea_via_bold

Seasonal Client Associate - King of Prussia

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Bank of America Corp

Wealth Management Client Associate

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

PNC Bank

Client Service Associate - Private Bank

Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

Client Experience Associate

If this sounds like the right fit for you, read on to learn more about how we support our employees as they transition into Digital Brand Services: Professional, engaging, and comprehensive training to introduce our business and the industry, supplemented with on-the-job training. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.

CSC Group

Associate Client Order Coordinator

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

WSFS Bank

Client Service Associate

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - AGD

Client Support Associate

WSFS Financial Corp

OTHER

Bryn Mawr Trust

Broadbean

ADAPTED_NOW

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002.  Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.
At Gables Search Group, we connect exceptional professionals with outstanding organizations.  Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.
Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.

Gables Search Group

Private Client Services Associate or Counsel Attorney

Gables Search Group - Career Site

Education and Experience Required: Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.

HOUR

M&T Bank Corp

Wealth Client Associate

Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.

Wealth Senior Client Associate

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.

Wilmington Trust

Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.

Working closely with our advisors, you will provide non-advisory support that keeps client accounts accurate, client requests moving, and every interaction professional and responsive. Prepare and process account opening and account administration paperwork, and follow up with the custodian to confirm requests are completed accurately.

Entrust Financial, LLC

HiringThing

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively.

Willis Towers Watson PLC

Associate Client Advocate- Construction

Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Brand Manager Jobs in Portland, ME

Employee Benefits Senior Client Associate, Advisory & Consulting World Insurance Associates LLC

Part Time Client Associate - King of Prussia TravisMathew

Seasonal Client Associate - King of Prussia TravisMathew

Wealth Management Client Associate Bank of America Corp

Client Service Associate - Private Bank PNC Bank

Client Experience Associate PNC Bank

Associate Client Order Coordinator CSC Group

Client Service Associate WSFS Bank

Client Experience Associate The PNC Financial Services Group Inc

Client Support Associate Jackson Hewitt - AGD

Client Service Associate WSFS Financial Corp

Client Service Associate Bryn Mawr Trust

Private Client Services Associate or Counsel Attorney Gables Search Group

Wealth Client Associate M&T Bank Corp

Wealth Senior Client Associate M&T Bank Corp

Wealth Senior Client Associate Wilmington Trust

Wealth Client Associate Wilmington Trust

Client Service Associate Entrust Financial, LLC

Associate Client Advocate- Construction Willis Towers Watson PLC

U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.

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