- 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
- 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
- Raymond James Financial, Inc. (Cranberry Township, PA)
- …technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on ... industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors… 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
- 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:** 118208 - 78...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more