- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of ... to address all service needs of their clients. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support… more
- Bank of America (Princeton, NJ)
- Wealth Management Client Associate Princeton, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… 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
- Broadridge Financial Solutions (Trenton, NJ)
- …education + Log call notes in CRM and JIRA + Customer Relationship Management + Maintain client relationships focused on customer satisfaction and retention ... + Editor/tool knowledge base and support + Guide customers through Corporate Client Intranets, policies, and procedures + Troubleshooting/Case Management +… more
- Broadridge Financial Solutions (Trenton, NJ)
- …along the way, come join the Broadridge team. Responsibilities + Respond to associate , manager, HR, and external company questions received through inbound calls or ... case management system (Tier 1). Answer questions thoroughly and within...knowledgebase and other reference materials to assist in answering associate /manager inquiries and resolving issues. + Escalate associate… more
- BlackRock (Princeton, NJ)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more
- EverBank (Trenton, NJ)
- …insurance, and lending solutions, as well as the ability to develop strong client and advisor relationships. **Key Responsibilities and Duties** + Drives loan growth ... clients' financial goals to ensure they align with their estate planning, wealth preservation, and insurance strategies. + Mentors Customer Success and support staff… more
- Broadridge Financial Solutions (Trenton, NJ)
- …to design and deliver a reporting and analytics function that both informs management and drives strategic decisions. This role is responsible for developing an ... stakeholders will be global and at all levels of management , business groups, and function This role will be...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more