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Search Results for Client Associate
- WFA Registered Client Associate - Lancaster, PA
- Wells Fargo - York/Lancaster, Pennsylvania
- Other / Miscellaneous
- Provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients under the direction of the Financial Advisor, while maintaining contact with and providing service to less active client accounts. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, entering order tickets after being signed by the Financial Advisor and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited (see more)
- WFA Registered Client Associate - Hollidaysburg, PA
- Wells Fargo - Johnstown, Pennsylvania
- Banking / Mortgage
- Provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients under the direction of the Financial Advisor, while maintaining contact with and providing service to less active client accounts. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, entering order tickets after being signed by the Financial Advisor and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited (see more)
- WFA Registered Client Associate - Lancaster, PA
- Wells Fargo - York/Lancaster, Pennsylvania
- Banking / Mortgage
- Provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients under the direction of the Financial Advisor, while maintaining contact with and providing service to less active client accounts. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, entering order tickets after being signed by the Financial Advisor and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited (see more)
- Client Associate (FP) - Wayne, PA
- Bank of America Corp. - Philadelphia, Pennsylvania
- Banking / Mortgage
- Title: Client Associate (FP) - Wayne, PALocation: US-PA-WayneOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by (see more)
- BD Registered Client Associate - Bala Cynwyd, PA
- Bank of America Corp. - Philadelphia, Pennsylvania
- Banking / Mortgage
- Title: BD Registered Client Associate - Bala Cynwyd, PALocation: US-PA-Bala CynwydOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Client Development Associate - Bilingual
- Iron Mountain - Philadelphia, Pennsylvania
- Sales / Sales Management
- Job Title: Client Development Associate - Bilngual (French) Job Summary The Client Development Associate will support a sales region with two or more Regional Sales Managers (RSM). Essential Functions Proactively call target list provided by marketing or sales management to identify key contacts and create interest in events and solutions. Qualify and document inbound request for information, and escalate to appropriate sales channel as required. Provide additional information to prospects that have inquired about Digital solutions not ready to be engaged by a sales resource and (see more)
- Client Development Associate
- Iron Mountain - Philadelphia, Pennsylvania
- Sales / Sales Management
- Job Title: Client Development AssociateProfession: Sales -> Lead GenerationAbout Iron MountainIron Mountain Incorporated (NYSE: IRM) provides information management services that help organizations lower the costs, risks and inefficiencies of managing their physical and digital data. The company's solutions enable customers to protect and better use their informationregardless of its format, location or lifecycle stageso they can optimize their business and ensure proper recovery, compliance and discovery. Founded in 1951, Iron Mountain manages billions of information assets, including (see more)
- Client Service Associate
- Ascensus - Philadelphia, Pennsylvania
- Insurance
- Client Service AssociateJob Title: Client Service AssociateJob Type: Full-TimeLocation: Dresher, PAJob Description:Position Purpose: This position is responsible for delivering exceptional customer service to participants of retirement plans within the Participant Service Center. Exceptional service is professional, personal, knowledgeable, timely, accurate and adds value to the customer. A Client Service Associate proactively engages a participant during phone interactions, anticipates their needs, and offers assistance and solutions to product offerings. This role (see more)
- Associate Client Executive
- Avaya - Philadelphia, Pennsylvania
- Information Tech / Computer
- Job # 44826BRJob Title Associate Client ExecutiveBusiness Group Global Sales and MarketingJob Category Sales ProfessionalsState/City (US) PA - King of PrussiaCountry United StatesJob Description Entry-level position engaged in outside sales of products and/or services to end-user customers in assigned geographic territory or accounts. Includes employees that have completed training - excludes trainees. Decisions made with this role are done within established policies and standard practices. Individuals may have their own accounts/territories, or work as part of a team. Years of (see more)
- Associate Client Executive
- Avaya - Philadelphia, Pennsylvania
- Telecom / Wireless / Cable
- Job # 44826BRJob Title Associate Client ExecutiveBusiness Group Global Sales and MarketingJob Category Sales ProfessionalsState/City (US) PA - King of PrussiaCountry United StatesJob Description Entry-level position engaged in outside sales of products and/or services to end-user customers in assigned geographic territory or accounts. Includes employees that have completed training - excludes trainees. Decisions made with this role are done within established policies and standard practices. Individuals may have their own accounts/territories, or work as part of a team. Years of (see more)
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