- 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
- 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
- Citizens (Pittsburgh, PA)
- …to challenge the status quo and think proactively. Demonstrates understanding of Wealth Management lending products. Models' behaviors that exemplify superior ... methods to accomplish desired outcomes + Regularly engages with WCS peers and Wealth Management partners to identify improvement opportunities to reduce delivery… 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
- Grant Thornton LLP (Pittsburgh, PA)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more