- Bank of America (Upper Saint Clair, PA)
- Wealth Management Client Associate Upper Saint Clair, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Sewickley, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Kestra Financial (Sewickley, PA)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel and ... The Client Service Coordinator reports to the Operations Director...utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: + Supports Financial… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …by handling operational and administrative tasks involved in financial planning and wealth management . The CSA works directly with a Financial Advisor, ... Registered Investment Advisor (RIA) - is currently seeking a Client Service Associate (CSA) to join our...process for new clients + Maintain the customer relationship management (CRM) database with accurate client account… more
- Wells Fargo (Canonsburg, PA)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 112111 - 78 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Broadridge Financial Solutions (Pittsburgh, PA)
- …join the Broadridge team. Broadridge is hiring! We are seeking a Data Management Services Analyst. You will support the collection, cleansing and analysis of the ... asset and transaction information. + Interpret trends in the data and asset management industry. Work with stakeholders to help them understand the data dynamics. +… more
- Broadridge Financial Solutions (Pittsburgh, PA)
- …legal team. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will ... maintain the highest professional and ethical standards, have excellent time management , organization, and decision-making abilities, be able to prioritize projects… more