- 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
- 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