- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help ... Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
- Morgan Stanley (Lawrenceville, NJ)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- BlackRock (Princeton, NJ)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- BlackRock (Princeton, NJ)
- …and collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams based in Princeton, ... Atlanta, San Francisco, and Sausalito. As a Client Contract Associate , you will be the..., you will be the primary person within the Client Operations/ Client Experience Management team… more
- BlackRock (Princeton, NJ)
- …data of the highest quality for all users of the platform, notably Global Client Business, US Wealth Advisory, Executive Teams and Data Scientists. Software ... The result of their vision is Aladdin, our industry leading, end-to-end investment management platform. With assets valued over USD $10 trillion managed on Aladdin,… more
- BlackRock (Princeton, NJ)
- …to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is a Associate /VP eligible role in US Wealth Advisory. The team is ... **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk management … more
- Broadridge Financial Solutions (Trenton, NJ)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Guardian Life (Trenton, NJ)
- …$21.00 with a 3% annual bonus target.** **Position Summary** The Customer Care Associate role supports Guardian's mission to keep our promises and serve more people ... areas of production and quality + Excellent schedule adherence and time management skills + Ability to work effectively with all external/internal contacts, building… more