Registered Client Associate Royal Bank of CanadaRegistered Client AssociatePhiladelphia, PACustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Registered Client Associate, (Client Experience & Marketing) UBS Group AGRegistered Client Associate, (Client Experience & Marketing)Philadelphia, PAp>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree. Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.
Client Associate Wells Fargo & CoClient AssociateWayne, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateConshohocken, PAp>Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Client Associate GallagherClient AssociateMount Laurel, New JerseyIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact: You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.
J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PAPhiladelphia, PAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateWayne, PAOur 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.
NewWealth Management Client Associate Bank of America CorpWealth Management Client AssociateBala Cynwyd, PAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Global Wealth Management UBS Group AGGlobal Wealth ManagementPAWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.