- Bank of America (Camp Hill, PA)
- Wealth Management Client Associate Camp Hill, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... is culture driven, resilient, results focused and effective **Position Overview:** The ** Wealth Management Client Associate ** role is a sales support… more
- Fort Pitt Capital Group, LLC (Harrisburg, PA)
- …by handling operational and administrative tasks involved in financial planning and wealth management . The CSA works directly with a Financial Advisor, ... Registered Investment Advisor (RIA) - is currently seeking a Client Service Associate (CSA) to join our...process for new clients + Maintain the customer relationship management (CRM) database with accurate client account… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …of Fi360 software, technology, and data solutions to the large enterprise Retirement and Wealth market. This is a remote role where you will work off-site. Travel is ... learning and designation solutions, to large enterprise clients in the retirement and wealth industry. + Lead the sales process from origination through to close,… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …deeper client relationships. + Collaborate with Sales, Service Delivery and Product Management in support of the client relationship and management of ... account and sales targets, to retain 100% of the client base and develop account plans based on a...Required Skills: + 5+ years related sales or account management experience with at least 3 in the financial… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …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
- Broadridge Financial Solutions (Harrisburg, PA)
- …legal team. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will ... maintain the highest professional and ethical standards, have excellent time management , organization, and decision-making abilities, be able to prioritize projects… more