- Fidelity TalentSource LLC (Pittsburgh, PA)
- …you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity\u00B7 Series 7 & ... planning discussions by presenting solutions and service offerings that best meet client needs\u00B7 Leveraging technology, you can prepare for and conduct efficient… more
- Bank of America (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- 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 (Monroeville, PA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* 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
- KPMG (Pittsburgh, PA)
- …with the client and engagement team + Demonstrate ownership and management of independent work streams and/or activities; drive the organization and completion ... **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118209 - 78...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- Broadridge Financial Solutions (Pittsburgh, PA)
- …operations, technology, legal, marketing). The role requires significant technology, client interaction and touch points with industry organizations and clients. ... growth and automation. + Develop and maintain a product management process, from product discovery to launch. + Conduct...Broadridge to find synergies across Fi360, Data & Analytics, Wealth and other relevant business units. QUALIFICATIONS : +… more
