Client Associate - Yardley

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written co ...

+Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · +Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or ...

Wealth and Investment Management is seeking a Client Associate as part of Wells Fargo Advisors. The role will assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or writt ...

+A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clien ...

Wealth and Investment Management is seeking a Registered Client Associate in Wells Fargo Advisors. · In This Role, You Will · Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction ...

Wealth and Investment Management is seeking a Registered Client Associate in Wells Fargo Advisors. · Assist Financial Advisor(s) with sales service operational related activities · Facilitate Financial Advisor client requests for account related information scheduling appointment ...

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm originally founded in 1882.The Firm oversees $198 billion in client assets as of December 31, 2025. · The ideal candidate will be the face of the practice and is thoro ...

We are driving a customer-centric transformation that values bold thinking innovation and the courage to challenge what's possible. · The primary responsibility of the Associate Client Support is working to ensure client's needs are managed to the highest level of satisfaction. · ...

The primary responsibility of the Associate, Client Support is working to ensure client's needs are managed to the highest level of satisfaction and any issues or problems are addressed promptly and professionally. · Ensures highest quality of client satisfaction by responding to ...

We are seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. · ...

This role supports client relationships, account administration, and internal coordination to help deliver a high-quality client experience in a fast-paced environment. · ...

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. · Serve as a primary point of contact for clients, providing timely, professional and courteous service · ...

This Senior Client Service Associate role is ideal for an experienced professional who thrives in a client-facing environment and excels in operational accuracy. The successful candidate will manage client relationships, handle account administration and ensure compliance with fi ...

Santander is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. · ...

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. · Ensures highest quality of client satisfaction by responding to clients on general inquiries. · Collaborates with intern ...

This position provides service support for banking account products and services through inbound calls from Advisory clients. The Associates are required to have a broad knowledge of the financial industry and an understanding of brokerage product, services and technology. · ...

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. · If you enjoy building strong relationships with clients, then look no further and apply today · actively engage with clients, · confirm appointments ...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · Bachelor's degree or job-related experience · ...

We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team. · This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services. · The successfu ...

We're looking for a Client Associate to keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new acc ...