Brokerage Registered Client Service Associate - Allentown, PA Truist BankBrokerage Registered Client Service Associate - Allentown, PAAllentown, Pennsylvaniap style="text-align:inherit"/>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Need Help?.
Brokerage Registered Client Service Associate - Allentown, PA Truist Financial CorpBrokerage Registered Client Service Associate - Allentown, PAAllentown, PAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate (Bethlehem, PA) Oppenheimer & Co. Inc.Client Service Associate (Bethlehem, PA)Bethlehem, PAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Service Associate (Bethlehem, PA) Oppenheimer Holdings IncClient Service Associate (Bethlehem, PA)Bethlehem, PAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Practice Operations Associate Vista Wealth SolutionsPractice Operations AssociateCenter Valley, PA$45,000–$60,000 / yearli>12 Months: Fully integrated as a "life-long learner" within the team; independently managing high-volume service activity; and proactively identifying at least one major process improvement to reduce administrative friction. As a natural service provider, you will provide the administrative stability and operational consistency needed to amplify advisor success and ensure our clients receive the "elite" level of service we promise them.