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Search Results for Client Associate
- Client Associate (FP) - Wayne, PA
- Merrill Lynch - Philadelphia, Pennsylvania
- Accounting / Finance
- OPPORTUNITY FOR ACHIEVEMENT... At Bank of America we take great pride in creating career opportunities for our associates and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For (see more)
- Registered Client Associate
- TMP Worldwide - Pittsburgh, Pennsylvania
- Accounting / Finance
- Wells Fargo Advisors With you when youre looking for a rewarding career You have the skills and the passion to make a difference. At Wells Fargo Advisors, were with you. Our supportive environment enables our team members to build relationships with each other, our customers, and our communities. Registered Client Associate Sewickley, PA Provides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide investment advice to clients, and cold call potential (see more)
- Client Services Associate
- PFG - State College, Pennsylvania
- Sales / Sales Management
- Client Services Associate Partners Financial Group, a leading financial services firm located in State College, PA, is seeking a highly motivated individual with strong personal interactive skills. Responsibilities include: Communicating on a daily basis with over 150 sales associates regarding new business processing, reviewing new business for suitability, overseeing associate licensing and registration and serving as liaison for a national broker dealer. This position requires a bachelors degree and FINRA Series 7 Registration. Series 24 Registration is preferred, or required within 60 days (see more)
- Client Service Associate (Part Time)
- Prudential - Wilkes Barre, Pennsylvania
- Customer Service
- Prudential Retirement-Part Time Client Service/Customer Service Associates (Scranton, PA) We provide an excellent paid training program. Associates will be assigned to one of the following potential work schedules: Start Date is June 25th 2012 (The below schedule is not flexible and will be the same each week) Schedule 1(17.5 hours / week): Monday 10:00 a.m. - 8:00 p.m. Wednesday 4:00 p.m. - 8:00 p.m. Friday 4:00 p.m. -8:00 p.m. Our Associates are primarily responsible for answering in-bound calls from participants of our Defined Contribution (e.g (see more)
- Registered Client Associate - Bethlehem, PA
- Bank of America Corp. - Allentown, Pennsylvania
- Banking / Mortgage
- Title: Registered Client Associate - Bethlehem, PALocation: US-PA-BethlehemOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Client Relationship Associate F12-146
- Kforce - Pittsburgh, Pennsylvania
- Human Resources / Training
- The Client Relationship Associate is responsible for the cultivation, administration, and maintenance of the client relationship. The Client Relationship Associate builds relationships with clients through the delivery of exceptional customer service characterized by mutual respect, understanding, and trust. ESSENTIAL DUTIES AND RESPONSIBILITIES: Promote Kforce services to clients by determining and implementing appropriate marketing techniques for industry and region, including regular visits to current clients. Qualify and prioritize new job orders. Negotiate with client to establish (see more)
- Client Associate (FP) - Beaver, PA
- Bank of America Corp. - Pittsburgh, Pennsylvania
- Banking / Mortgage
- Title: Client Associate (FP) - Beaver, PALocation: US-PA-BeaverOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and (see more)
- Market Manager/Client Relation Associate F12-059
- Kforce - Philadelphia, Pennsylvania
- Human Resources / Training
- The Market Manager/Client Relationship Associate F&A is responsible for revenue generation through new business development activities including: daily planning, networking, sourcing, cold calling, client visits and related follow-up activities to customers in designated segments or target lists within the Finance & Accounting industry. The Market Manager/Client Relationship Associate F&A regularly calls on prospective and current clients to build relationships, obtain orders for Kforce services and to ensure customer satisfaction. Provides oversight of the client delivery process of a given (see more)
- PCG Client Associate - Conshohocken, PA
- Wells Fargo - Philadelphia, Pennsylvania
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- Registered Client Associate - Wayne, PA
- Bank of America Corp. - Philadelphia, Pennsylvania
- Banking / Mortgage
- Title: Registered Client Associate - Wayne, PALocation: US-PA-WayneOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)
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