Senior Associate, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA)Philadelphia, PA$97,755–$204,585 / yearExperience supporting at least one full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Support business development efforts by contributing to proposal content, solution design, and client presentations that align SAP S/4HANA Public Cloud Solution Order and PSA capabilities with hybrid business model transformation objectives; provide informal guidance and support to junior team members on Solution Order and PSA engagements, contributing to team development and performance.
NewSenior Associate, EVS Economic Services Data Science with Clearance KPMGSenior Associate, EVS Economic Services Data Science with ClearancePhiladelphia, PAMaster's degree or higher from an accredited college/university preferred; minimum of a Bachelor's degree in economics, statistics, mathematics, applied mathematics or computer science from an accredited college/university is required; coursework or minor in Information Systems, Software Engineering, Data Science or Data Analytics. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
FCRA Litigation Associate JobotFCRA Litigation AssociatePhiladelphia, PA$150,000–$210,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its litigation practice is highly regarded for handling complex, high-exposure matters across commercial litigation, insurance defense, intellectual property, bankruptcy and restructuring, corporate disputes, and other sophisticated litigation matters.
NewEstate and Trust Litigation Associate Attorney JobotEstate and Trust Litigation Associate AttorneyPittsburgh, PA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft estate planning documents, including but not limited to, wills, revocable trusts, durable powers of attorney, health care proxies and irrevocable life insurance trusts.
NewAssociate Attorney JobotAssociate AttorneyPittsburgh, PA$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Providing legal advice and guidance on a wide range of legal issues related to joint ventures, including structuring, formation, governance, and dissolution.
Technical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesPhiladelphia, PA$195,415–$370,530 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, SAP Security KPMGSenior Associate, SAP SecurityPhiladelphia, PAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Qualifications: Three years of recent experience in any of the following areas: SAP audit (GITCs and business process), SAP controls, SAP security design/re-design, SAP GRC implementation, SAP ERP implementations, or business process transformation.
NewSenior Associate, International Tax (NYM) KPMGSenior Associate, International Tax (NYM)Philadelphia, PAResponsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; In advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Advise multinational enterprises on tax planning decisions, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions at a global level, in the context of their wider business objectives and taking into account a multinationals tax risk profile, global effective tax rate, and cash posture.
NewSenior Associate, Privileged Access Management Delivery Engineer KPMGSenior Associate, Privileged Access Management Delivery EngineerPhiladelphia, PA$95,855–$208,265 / yearImplement and maintain PAM capabilities including privileged credential management, session management, just-in-time access, and endpoint management (EPM)components; implement automated integration across adjacent security solutions (for example: Crowdstrike, SIEM solutions, ServiceNow); automate PAM tasks using scripting and APIs (such as PowerShell, Python, REST, and others) and integrate with enterprise platforms (that is, Active Directory, IdPs, ITSM platforms, SIEM platforms, and more). Hands on experience with Privileged Access Management delivery and engineering, with specific experience using CyberArk On-Prem and SaaS solutions; additional experience with secrets management platforms (that is, Conjur, HashiCorp) and other PAM platforms (such as Delinea, BeyondTrust) preferred.
Senior Associate, Revenue Cycle Consultant KPMGSenior Associate, Revenue Cycle ConsultantPhiladelphia, PACommunicate regularly with engagement Managers, project team members, and client counterparts, including escalating any matters that require additional attention and consideration from the leadership team; demonstrate problem solving skills with these individuals through critical thinking, intellectual curiosity, and intellectual rigor; analyze complex issues and frame approaches for potential solutions. Must have two years of analytics experience with handling, analyzing and evaluating large data sets using at least one of the following tools: Microsoft Excel, Tableau, Power BI, SQL, Alteryx, and/or Data Warehouse management; If an Epic recruit, experience with the following Epic modules such as Resolute (Hospital/Physician), Cadence, Prelude/ADT and Reporting Workbench.
NewAssociate, International Tax KPMGAssociate, International TaxPhiladelphia, PAResponsibilities: Help direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; In advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Advise multinational enterprises on tax planning decisions, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions at a global level, in the context of their wider business objectives and taking into account a multinationals tax risk profile, global effective tax rate, and cash posture.
Sr. Associate Attorney - Commercial Title Underwriting Department System OneSr. Associate Attorney - Commercial Title Underwriting DepartmentPittsburgh, PA$130,000–$150,000 / yearReview title commitments, title searches, and title reports for commercial real estate transactions to identify ownership issues, liens, encumbrances, easements, and other matters that could impact whether title can be insured or transferred. Identify and help resolve title problems, including unpaid liens, unreleased mortgages, ownership discrepancies, tax issues, probate matters, and other issues that could prevent a successful closing.
Senior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningPhiladelphia, PA$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, Strategic Change Management KPMGSenior Associate, Strategic Change ManagementPhiladelphia, PAExcellent communication skills with the ability to lead conversations and create stakeholder engagement with clients and colleagues across an organizational hierarchy and strong demonstrated ability in AI, PowerPoint, Excel, MS Project and other Microsoft tools to develop work plans, articulate complex issues, analyze data and structure information. Manage scope, and junior resources on client engagements, while also identifying and mitigating any associated risks or issues; Deliver change management projects using AI/Agents with an Ability to build agents and analyze change workforce data.
Senior Associate, Oracle HCM KPMGSenior Associate, Oracle HCMPhiladelphia, PAExecute the day-to-day activities of HR transformation engagements including facilitating end-to-end process design workshops, implementing full engagement lifecycle support, assisting with the creation of project deliverables and overseeing project management or planning activities. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Senior Associate, ServiceNow - Certified System Administrator KPMGSenior Associate, ServiceNow - Certified System AdministratorPhiladelphia, PA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Senior Associate, ServiceNow KPMGSenior Associate, ServiceNowPhiladelphia, PA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Senior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMPhiladelphia, PA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Senior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligencePhiladelphia, PACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewBILINGUAL CASE MANAGER, ORR Abraxas Youth & Family ServicesBILINGUAL CASE MANAGER, ORRMorgantown, PA$0–$63,000Our employees play a vital role in helping individuals achieve greater independence, confidence, and success while promoting dignity, respect, inclusion, and personal choice. * Ensures accurate billing and statistical reporting for clients on caseload, and → monitors billing/statistical accuracy across the case management team, flagging discrepancies before submission.
Case Manager Abraxas Youth & Family ServicesCase ManagerSouth Mountain, PA$0–$22Our employees play a vital role in helping individuals achieve greater independence, confidence, and success while promoting dignity, respect, inclusion, and personal choice. Must pass both federal and state background checks which screen for crimes including, but not limited to drug related crimes, violent crimes, sexual abuse, domestic violence, child abuse, and repeated misdemeanors.
Warehouse Manager Capstone Logistics LLCWarehouse ManagerGouldsboro, Pennsylvania$70,000–$75,000 / yearFull timeIntermediate PC skills with knowledge of Excel, Word, Outlook, and PowerPoint Excellent aptitude in estimating rates and adding and subtracting mentally while constantly multi-tasking. About the Company: Capstone is a North American supply chain solutions partner with more than 650 operating locations, 19,000 associates, and 60,000 carriers.
Warehouse Site Manager Capstone Logistics LLCWarehouse Site ManagerJessup, Pennsylvania$58,000–$65,000 / yearFull timeIntermediate PC skills with knowledge of Excel, Word, Outlook, and PowerPoint Excellent aptitude in estimating rates and adding and subtracting mentally while constantly multi-tasking. About the Company: Capstone is a North American supply chain solutions partner with more than 650 operating locations, 19,000 associates, and 60,000 carriers.
Client Services Associate Bayada Home Health Care, Inc.Client Services AssociateNewtown Square, PAThrough hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management - preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles. Are you looking for an exciting opportunity in a fast-growing industry where you can make a meaningful impact while building your career?
Client Services Associate First National Bank Of PennsylvaniaClient Services AssociatePittsburgh, PennsylvaniaAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.
Client Services Associate FNB CorpClient Services AssociatePittsburgh, PAAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Position Overview: This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.
Client Services Associate RHClient Services AssociateKing of Prussia, PAWe are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateGreensburg, PennsylvaniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services Associate TransPerfectClient Services AssociatePittsburgh, PennsylvaniaOur services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Philadelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Associate Waldron Private WealthClient Services AssociateWayne, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateWest Chester, PennsylvaniaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Service Associate - MoneyGuide Envestnet IncClient Service Associate - MoneyGuideBerwyn, PALeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Associate Client Service Manager - Personal Lines GallagherAssociate Client Service Manager - Personal LinesCoraopolis, PennsylvaniaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
Client Service Associate (National Accounts) CentiMark CorporationClient Service Associate (National Accounts)Canonsburg, PAFull timeRAMP Program Execution: Champion and utilize the RAMP (Roof Asset Management Program) platform to manage assets, track service life cycles, and strategically advise the client on preventative maintenance and capital expenditure. You will be responsible for breaking down, delivering, and selling service quotes directly to the customer, while seamlessly driving business forward within our RAMP (Roof Asset Management Program) framework.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociatePittsburgh, PAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateConshohocken, PAAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Associate, Client Processing II - Treasury Services Platform Ops The Bank of New York Mellon CorpAssociate, Client Processing II - Treasury Services Platform OpsPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficePhiladelphia, PennsylvaniaResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Key Private Bank Client Service Associate KeyCorpKey Private Bank Client Service AssociatePittsburgh, PA$25–$38.46 / hourDemonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
Client Service Associate - MoneyGuide EnvestnetClient Service Associate - MoneyGuideBerwyn, PAFull timeLeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Brokerage Registered Client Service Associate Truist BankBrokerage Registered Client Service AssociateNew Freedom, PennsylvaniaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Brokerage Registered Client Service Associate - Allentown, PA Truist BankBrokerage Registered Client Service Associate - Allentown, PAAllentown, PennsylvaniaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
NewClient Service Associate (Bethlehem, PA) Oppenheimer & Co. Inc.Client Service Associate (Bethlehem, PA)Bethlehem, PAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociatePAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
NewClient Service Associate RKL eSolutions LLCClient Service AssociateReading, PA$60,000–$70,000 / yearResponsible for details and accuracy of all client service tasks including meeting preparation, note‐taking, documentation in the CRM program, completing new account documentation, proposal generation, account billing, transfers, deposits, withdrawals, distributions, and other account activity. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting.