- Bank of America (Wyomissing, PA)
- Wealth Management Client Associate Wyomissing, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Guardian Life (Bethlehem, PA)
- …Adobe Creative Suite, SnagIt, Camtasia. + Knowledge of the insurance and wealth management industries preferred. **Salary Range** $66,130.00 - $108,640.00 The ... + Lead multiple projects simultaneously using organizational and project management skills, prioritize tasks, proactively communicate with stakeholders and meet… more
- Truist (Allentown, PA)
- …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors to ... Valley, MD Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support processes and activities. Develop… more