- Bank of America (Greensburg, PA)
- Wealth Management Client Associate Greensburg, 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
- 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