Wealth Management Client Advocate
Bank of America ATM
Bank of America, Merrill Wealth Management, is seeking a client service support professional to back multiple Financial Advisors, delivering enterprise objectives and client advocacy within the FA's business. This role emphasizes personalized service and adherence to bank policies to safeguard clients. The position focuses on effective client communication, risk management, and cross-functional collaboration to deepen client relationships and support advisory teams in a fast-paced, ever-changing #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advocate in Jenkintown, PA vacancy
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Rockledge, PA3 days ago - ...Wealth Management Client Associate Jenkintown, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Jenkintown, PA2 days ago - Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeShift workDay shift
- ...Description The Sr. Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the...SuggestedTemporary workFor contractorsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
WTW inc.
Philadelphia, PA4 days ago $69k
...Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work...SuggestedRemote jobWork from homeFlexible hours- ...Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long...Full timeWork at officeFlexible hours
PathStone
Conshohocken, PA1 day ago - ...Description The Role The Client Advocate (CA) is responsible for cultivating and maintaining client relationships that include leading... ...and placement to meet the client’s insurance and risk management needs. A Client Advocate should be the top Relationship Management...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
WTW inc.
Philadelphia, PA3 days ago - ...Client Advocate - SERV (4696) *Sign-On Bonus Take advantage of our new sign-on bonus! Center for Family Services is a place where... ...Advocate is responsible for victim services, including case management, advocacy, and crisis-counseling as well as presenting educational...Full timeWork experience placementWork at officeRelocation packageFlexible hours
Center for Family Services
Camden, NJ2 days ago $90k - $120k
...Associate Client Advocate The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial... ..., and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursWillis Towers Watson
Philadelphia, PA14 hours ago- Bank of America in Horsham, PA is seeking a client service-focused associate to educate clients on self-service resources and process cash transactions, delivering a friendly, efficient experience. You will build relationships, follow procedures, and work with experts...Work at officeWeekend work
- ...services role focused on protecting families. You will join a team that values integrity, empathy, and effective communication to help clients secure their financial futures. Interview steps will be conducted via Zoom, and candidates should demonstrate genuine desire to...Remote jobWork from home
- ...scale to meet the demands of our growing client base. Here, you’ll work with ambitious,... ...solutions to institutional and private wealth investors around the world, specializing... ...and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion...Work experience placement
Hamilton Lane Incorporated
Conshohocken, PA1 day ago - Private Client Services Associate / CounselJoin a nationally recognized law firm known for... ...sophisticated, practical solutions for wealth transfer, tax minimization, and fiduciary... ...matters and ensure cohesive client service.Manage client relationships, including client...
$260k - $420k
...This role offers the opportunity to advise major domestic and multinational clients on complex employment matters, including cross-border counseling, global policy development, workforce management, and the employment aspects of corporate transactions. Candidate...Flexible hours- ...motivated Universal Banker to enhance customer relationships and meet sales goals. The role involves providing exceptional service while managing day-to-day banking transactions, cross-selling bank products, and supporting branch leadership. Ideal candidates will have a high...
- ...candidate will possess excellent communication skills, a strong customer service ethos, and a commitment to personal and professional growth. This role offers an exciting opportunity to make a meaningful impact in clients' financial lives. #J-18808-Ljbffr Firstrust Bank
- ...offer 25+ health, growth, and wealth work perks to help teammates... ...treatment plan. The CHW-Patient Advocate will work as an extension of... ...the guidance of RN Care Manager and act as an advocate guiding... ...awareness during interactions with clients. Ability to travel...Remote work
Somatus
Philadelphia, PA2 days ago $23 per hour
...there are questions or concerns following the hospital stay. Escalate issues or concerns by notifying appropriate parties (e.g. Case Management, Physician, Clinical Director, Patient Relations, etc.) Summarizing responses in a database for documentation, trend analysis and...Full timePart timeCooper University Health Care
Camden, NJ1 day ago- ...years of estate and tax planning experience to join their Family Wealth Planning Practice Group in Lansdale, PA. The candidate will... ...mindset. Benefits Professional mentorship opportunities. Immediate client exposure on meaningful projects. Supportive work environment with...Immediate start
- ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours
$285k - $395k
...Private Client Services Associate or Counsel AttorneyLocation: Philadelphia, PAHYBRID work environment availableOur client, a prominent... ...closing.Detail-oriented with the ability to work independently and manage client contact.Supervisory skills to direct paralegals in a...Private practiceWork at office- ...Job Description Job Description Early Head Start (EHS) Bilingual Lead Advocate Maternity Care Coalition (MCC) – Pennsylvania Join Maternity Care Coalition (MCC) , a community-based nonprofit with 40+ years of impact, advancing maternal and child health...Temporary workFlexible hours
MATERNITY CARE COALITION INC
Norristown, PAa month ago $45k - $50k
...in Catholic theology that provides life-affirming care and support. Alignment with our pro-life mission is essential. Our Client Services Advocates provide direct support to clients through information sessions, follow-up calls, and complete accurate documentation of client...Full timeAfternoon shiftLegacy of Life Foundation
Warminster, PAa month ago$197k - $328.3k
The Senior Managing Counsel - Corporate Governance is a senior legal advisor responsible for supporting the company’s Board of Directors... ...Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving...Full timeWork at officeLocal areaRemote workWork from home- ...Job Description Position Summary: The Participant Advocate Supervisor provides their team members with direction and... ...s), to Assistant Program Director, Program Director, and Client Services Case-Management. Responsible for checking and securing fire doors and...Contract workImmediate startShift workAfternoon shift
$285k - $395k
...Duane Morris LLP has an opening in its Philadelphia office for an associate or Counsel level to join its Private Client Services Practice Group. Ideal candidate should have at least 5 years of law firm experience in estate and tax planning for high net worth individuals...Private practiceWork at office- ...Job Description Job Description Now Hiring!!! Case Manager (HFA Bilingual Advocate) Locations: Bucks, Lehigh, Montgomery, and Philadelphia counties. Make a Difference. Build Trust. Empower Families. Are you?... Bilingual in Spanish or Haitian Creole...Temporary workImmediate startFlexible hoursAfternoon shift
Maternity Care Coalition
Philadelphia, PA15 days ago - The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our... ...growth and pipeline opportunities. Strategic Experiences & Audience Management · Prioritize strategic investments in engagement opportunities...Full timeLive inWork at officeLocal area
- Encompass Health Rehabilitation Hospital of Concordville is seeking a Registered Nurse to provide expert, compassionate care in our rehabilitation hospital. You will supervise treatments, assess patients, and tailor care plans to support recovery. Join a national leader...
$60k - $75k
...critical role in supporting family office clients and the day-to-day operations of the... ...while partnering closely with Relationship Managers, Trust Administrators, and other business... ...years of experience in family office, trust, wealth management, banking, fiduciary...Full timeWork at officeCozen O Connor
Philadelphia, PA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Advocate. Be the first to apply!
Related searches
- housing advocate Jenkintown, PA
- director managed services Jenkintown, PA
- management team Jenkintown, PA
- management opportunity Jenkintown, PA
- construction management part time Jenkintown, PA
- store management trainee Jenkintown, PA
- sales management training program Jenkintown, PA
- IT performance management Jenkintown, PA
- behavior management Jenkintown, PA
- identity management Jenkintown, PA