- M&T Bank (Radnor, PA)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- Atria Wealth Solutions (West Chester, PA)
- …with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. Job Overview As ... a Wealth Management Associate , you will play an...Wealth Management staff members, branch partners, clients, and Senior Financial Advisors. Responsibilities + Build and foster strong… more
- Kestra Financial (Sewickley, PA)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, ... The Client Service Coordinator reports to the Operations Director...the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118209 - 78 **Function:** Advisory **Area of Interest:** **State:** PA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking an Associate / Senior Associate in Consumer Compliance… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 77 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , Workday Projects/Assets/Customers Lead in Enterprise… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Associate , Financial Crimes Analytics **Requisition Number:** 113302 - 77 **Function:** Advisory **Area of Interest:** **State:** PA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate , Financial Crimes in Financial Crimes… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Associate , Complex Valuation **Requisition Number:** 118367 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...what we stand for. KPMG is currently seeking a Senior Associate , Complex Valuation to join our… more
- S&P Global (PA)
- …clearly and concisely. + Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining ... **Grade Level (for internal use):** 07 **The Team:** The associate will be part of a dynamic team, responsible...a high level of client satisfaction. + Goal and action-orientated, with the ability… more
- KPMG (Philadelphia, PA)
- …available within the Workday application + Identify and communicate findings to senior management and client personnel Qualifications: + Minimum of three ... **Business Title:** Sr. Associate , Workday Prism **Requisition Number:** 118191 - 77...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Philadelphia, PA)
- …Microsoft Excel, Access, Power BI, Alteryx and similar tools + Interview senior client management, identify and evaluate critical valuation related inputs ... **Business Title:** Associate , Economic Valuation Services - Valuation | Multiple...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- University of Pennsylvania (Philadelphia, PA)
- …the completion of programs delivered by Wharton Executive Education. Reporting to the Senior Associate Director of Program Delivery, the Program Manager will ... rooms and special events) are accurate and timely. Work collaboratively with the Senior Associate Director of Program Delivery, SCC facility operator staff, and… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …advisor site outputs. This role ensures what we deliver meets what the client expected while reducing the time from sales to implementation. Responsibilities + ... + Capture, document, and memorialize configurations for use in supporting the client and internal team uses to thoroughly understand and use the program.… more