Client Associate

1 week ago

Jenkintown, United States Wells Fargo Full time

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes Schedule and prepare for appointments with new or prospective clients Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s) Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Required Qualifications: 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Please read the following job description thoroughly to ensure you are the right fit for this role before applying. Desired Qualifications: Brokerage client support experience or financial services industry experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting location: 165 Township Line Rd JENKINTOWN, PA 19046 Posting End Date: 3 Dec 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. PDN-9d99a9ba-9555-4f9c-829d-b7dc8a606d49

  • Client Service Associate

    3 months ago

    Jenkintown, United States Oppenheimer & Co. Full time

    Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Client Service Associate

    3 months ago

    Jenkintown, United States Oppenheimer & Co. Full time

    Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Private Client Support Specialist

    7 days ago

    Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time

    Job SummaryThe Client Service Associate will be responsible for providing administrative support, calendar management, database management, client interaction, and performing special projects as assigned.Responsibilities and QualificationsAdminister day-to-day activities, including document creation, spreadsheet maintenance, and file...

  • Business Development Associate

    6 days ago

    Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time

    About the RoleThis Client Service Associate position is an exciting opportunity to join our team at Oppenheimer & Co. Inc. and contribute to our success in the financial services industry.Key ResponsibilitiesAssist with daily operations, including administrative tasks, calendar management, and database maintenance.Develop and maintain strong relationships...

  • Sales Associate

    5 months ago

    Jenkintown, United States Chico's Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Admin: Service Verification Associate

    3 months ago

    Jenkintown, United States ModivCare Full time

    CareGivers America, a Modivcare Company, is a regional provider of Non-Medical Home Care, Home Health and Private Duty Nursing services. We have 22 offices in Pennsylvania, serving 40+ counties and we are continuing to grow. CareGivers America - NEPA, a Modivcare Personal Care Service, is looking for a Service Verification Associate. You will be responsible...

  • Financial Services Coordinator

    3 weeks ago

    Jenkintown, Pennsylvania, United States Oppenheimer & Co. Inc. Full time

    About the RoleOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. The company is seeking a Client Service Associate to join its Private Client Division in Jenkintown, PA.The ideal candidate will have a proactive mindset and be able to anticipate business needs. The primary responsibilities include servicing...

  • Financial Services Coordinator

    7 days ago

    Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time

    Company OverviewOppenheimer & Co. Inc. is a leading investment bank and full service broker-dealer with roots tracing back to 1881.Job DescriptionWe are seeking a highly skilled Client Service Associate to join our Private Client Division in Jenkintown, PA. This role will provide administrative support, calendar management, database management, client...

  • Block Advisors Receptionist

    7 days ago

    Jenkintown, United States MSCCN Full time

    554405BR Title: Block Advisors Receptionist Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We...

  • Insurance Broker Inside Team Lead

    2 weeks ago

    Jenkintown, Pennsylvania, United States CRC Group Full time

    **Insurance Broker Inside Team Lead**At CRC Group, we're looking for a skilled Insurance Broker Inside Team Lead to join our team. This role involves cultivating client and agent relationships, soliciting new business, and negotiating the best terms and coverages available.Key Responsibilities:Develop and maintain client and agent relationships.Solicit,...

  • Marketing Technology Strategist

    7 days ago

    Jenkintown, Pennsylvania, United States DemandLab Full time

    Job OverviewWe are seeking a Marketing Technology Strategist to join our team at DemandLab. This role is ideal for a technically-focused marketer with a passion for creating and building software solutions that combine marketing and sales technology.The successful candidate will partner with our clients' Marketing and Digital Strategists to deliver solutions...

  • Licensed Assistant Salon Manager

    3 weeks ago

    Jenkintown, United States Hair Cuttery Full time

    Benefits for Salon Associates:Free Advanced Education by REDKEN Certified Professionals, Career Path opportunities, Performance Awards, Flexible Schedule and a Unique Culture that's ALL ABOUT THE PEOPLE!PLUS Medical Coverage options, Paid Time Off, 401(K) Savings Plans, Dental Insurance and Vision Insurance!Hair Cuttery Family of Brands (HCFB) is the...

  • Licensed Assistant Salon Manager

    3 weeks ago

    Jenkintown, United States Hair Cuttery Full time

    Benefits for Salon Associates:Free Advanced Education by REDKEN Certified Professionals, Career Path opportunities, Performance Awards, Flexible Schedule and a Unique Culture that's ALL ABOUT THE PEOPLE!PLUS Medical Coverage options, Paid Time Off, 401(K) Savings Plans, Dental Insurance and Vision Insurance!Hair Cuttery Family of Brands (HCFB) is the...

  • Relationship Banker

    3 days ago

    Jenkintown, United States Penn Community Bank Full time

    Overview: As a member of the Retail Banking team the Relationship Banker provides guidance on banking products and services. The Relationship Banker also will interface with other business lines in order to refer when customer needs are assessed and uncovered. The Relationship Banker must possess high energy and cultivate meaningful relationships with new...

  • IntelyCare | Licensed Practical Nurse

    2 weeks ago

    Jenkintown, United States IntelyCare Full time

    Earn an hourly wage as high as $65 as a Licensed Practical Nurse (LPN) in Meadowbrook, Pennsylvania, and surrounding communities, while still having time for your other interests and responsibilities. No matter how dedicated you are to your nursing career, you value a healthy work-life balance — and so do we. That's why IntelyCare, a W2 employer, offers...