- Bank of America (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … 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
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …advisors multiple avenues for growth. We are currently seeking a dynamic and client -focused Financial Advisor (Service Advisor) to join our team. In this role, you ... Advisor to manage their book of business, execute the client service process, enhance existing client relationships,... service and advice with our customized, in-house portfolio management . Since our inception in 1995, we have focused… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Supports the Wealth Advisor; interacts directly with the client in administrative and support ... Work effectively with team members to support Fifth Third Wealth Advisor, clients and prospects. + Provides all necessary...resolution to emerging needs. + Takes ownership for resolving client issues and escalates issues/trends to management … more
- Wells Fargo (Pittsburgh, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Canonsburg, PA)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 78 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Sr Associate , Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 78 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more