Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesPittsburgh, PA$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
DevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)Pittsburgh, PA$170,000–$205,000 / 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. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
Senior Solutions Engineer, Client Development Reed Smith USSenior Solutions Engineer, Client DevelopmentPittsburgh, Allegheny$145,000–$170,000Full timeResponsibilities include designing and delivering sophisticated solutions, facilitating client workshops, leading global training programs, capturing client feedback, and supporting business development through technical sales enablement. The Senior Solutions Engineer in Client Development serves as a senior leader and trusted advisor, bridging client business needs, legal practice demands, and advanced technology solutions.
NewSpecialty Services Legionella Program Manager Pace Analytical ServicesSpecialty Services Legionella Program ManagerPittsburgh, PABachelor's degree in business administration, chemistry, operations, or a closely related field; AND five (5) years of experience within the specialty analytical service, including experience with complex programs or operations; OR an equivalent combination of education, training and experience. Works with the Sales Teams and Marketing to provide expert knowledge to current and prospective clients to increase sales and maintain positive client relationships.
NewClient Project Manager 1 Pace Analytical ServicesClient Project Manager 1Greensburg, PA$45,000–$45,000 / yearJoin us as a Client Project Manager, where you’ll be responsible for end-to-end project ownership—ensuring environmental samples are collected, analyzed, documented, and reported in full conformance with client requirements. See Pace Analytical Privacy Policy at https://www.pacelabs.com/privacy-policy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Tax Manager JobotTax ManagerPittsburgh, 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. Work as part of a coordinated client service team approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries.
Tax Manager (Hybrid) JobotTax Manager (Hybrid)Pittsburgh, PA$85,000–$120,000 / 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. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
NewVice President, Client Operations, CLO/Structured Debt BNYVice President, Client Operations, CLO/Structured DebtPittsburgh, PALeverage in-depth knowledge of BNY products and services across lines of business and geographies to proactively identify client needs, contribute to business development efforts, and propose expanded offerings for front-office consideration. · Apply advanced problem-solving skills, judgment, and experience to analyze complex information and deliver high-quality service to a specialized client base, resolving the most complex or non-routine inquiries.
NewVice President, Client Operations BNYVice President, Client OperationsPittsburgh, 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. In this role, you’ll make an impact in the following ways: Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management.
NewDirector of Program and Services North Hills Community OutreachDirector of Program and ServicesAllison Park, PA$75,000–$80,000 / yearThis position leads the development, implementation, evaluation, and integration of programs in alignment with NHCO’s Theory of Change to strengthen food security, homelessness prevention, transportation access, and pathways toward long-term family stability and economic self-sufficiency. Description:North Hills Community Outreach (NHCO) is a nonprofit organization dedicated to supporting individuals and families in crisis by addressing basic needs, promoting long-term stability, and supporting our older adult neighbors.
NewVice President, Client Processing Manager BNYVice President, Client Processing ManagerPittsburgh, 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. Drive strategic initiatives aimed at optimizing transaction processing frameworks, contributing to the overall business strategy, especially with regard to tokenized money market funds.
NewTax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesPittsburgh, PA$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
NewSenior Specialist, CLO Client Operations BNYSenior Specialist, CLO Client OperationsPittsburgh, 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. We’re seeking a future team member for the role of Senior Specialist, CLO Client Operations to join our Conventional Trust Client Platform team.
Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep RamAutomotive Service Advisor/WriterPittsburgh, PAFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
NewMidstream Lead Oil & Gas Field Service Specialist (I&E) Solstice Consulting GroupMidstream Lead Oil & Gas Field Service Specialist (I&E)Pittsburgh, PARemoteThe Midstream Field Technician will be responsible for installing, maintaining, troubleshooting, and repairing Midstream systems and related process equipment with a focus on electrical, automation, and mechanical components . Install, commission, and maintain midstream systems such as dehydration, gas filtration, separation, and BTEX mitigation systems and any associated process equipment in the field.
NewCustomer Service Specialist - Automotive Finishes Sherwin-WilliamsCustomer Service Specialist - Automotive FinishesPittsburgh, PAHave at least one (1) year of work experience using material handling equipment (for example, forklifts (stand and sit), pallet jacks, hand trucks, order pickers, vacuum hoists, drum dollies, conveyor belts, etc.). The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewCustomer Service Specialist Sherwin-WilliamsCustomer Service SpecialistPittsburgh, PA$16–$16The individual selected for this role may be expected to work at stores within a 10 mile radius of Store #703982 located at: 448 Home Dr., Pittsburgh, PAAt Sherwin-Williams, our purpose is to inspire and improve the world by coloring and protecting what matters. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateMonroeville, PennsylvaniaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Warehouse Site Manager Capstone Logistics LLCWarehouse Site ManagerHarmony, PAIntermediate 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.
Senior Vice President, Transaction Management Group Manager BNYSenior Vice President, Transaction Management Group ManagerPittsburgh, PA$20–$50 / hourOversees the transaction management of products within the relevant team associated with a moderately large portion of business unit revenue ($20-$50M) or deal flow of approximately 1,000 transactions annually in an environment of moderate complexity and high inherent risk. Provides consistent direction and guidance to the team where required, to ensure that negotiations with lawyers, advisors, clients, market participants on transactions are executed in a manner that manages risk while maximizing revenue in line with business strategic objectives.
Vice President, Corporate Trust Transaction Manager BNYVice President, Corporate Trust Transaction ManagerPittsburgh, PA$68,000–$133,000In this role, you’ll make an impact in the following ways: Negotiate contract terms with clients and their legal team, by partnering with BNY counsel and internal parties, to identify and mitigate potential contractual, operational, and regulatory risks to ensure contracts (such as Bond Indentures, Trustee/Paying Agent agreements, etc) meet BNY’s risk appetite. The Vice President, Corporate Trust Transaction Manager plays a pivotal role within the Corporate Trust division, focusing on identifying, assessing, and mitigating risks associated with contract negotiations related to bond issuances.
Last/Final Mile Site Manager Capstone Logistics LLCLast/Final Mile Site ManagerPittsburgh, PennsylvaniaFull 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.
NewAccount Manager / Outside Sales - Aftermarket Heavy Duty Truck Parts TruckPro LLCAccount Manager / Outside Sales - Aftermarket Heavy Duty Truck Parts220 Murrysville, PAReasonable accommodations may be made to enable individuals with disabilities to perform the primary duties: Walk for extended periods, stand for long stretches on various surfaces, lift moderate weight with occasional frequency, reach, bend, and drive for long distances. TruckPro is seeking an Account Manager - Outside Sales for Aftermarket Truck & Trailer Parts who is responsible for promoting and selling heavy-duty truck and trailer parts to customers in a designated territory.
Benefits Customer Service Representative A-Line Staffing Solutions LLCBenefits Customer Service RepresentativePittsburgh, PA$16.50–$16.50 / hourOutbound Calls, Claims, CSR, Call Center, Inbound Calls, Customer Service Representative, Healthcare, Inbound, Outbound, Benefits, Medical Terminology, Patients, Healthcare Call Center, Calling, Medical Benefits, Health Services, Provider Services, Patient Services, Medical CSR, HIPAA, Spanish Speaking, French Speaking, English Speaking, Bilingual, Confidential Data, Customer Services, Translation, Compliance, Build R. Benefits Customer Service Rep Responsibilities: Quickly build rapport and respond to speaking customers in a compassionate manner by identifying and exceeding expectations by responding in a respectful accurate timely manner.
Remote Benefits Customer Service Representative A-Line Staffing Solutions LLCRemote Benefits Customer Service RepresentativePittsburgh, PARemote$16.50–$16.50 / hourQuickly build rapport and respond to customers in a compassionate manner by identifying and exceeding expectations by responding in a respectful, accurate, timely manner, consistently meeting commitments via phone, email, and instant message. · Read and understand clients plan documents and online knowledgebase tools while collecting relevant information to determine immediate requests/questions and to anticipate the future needs of the member.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesPittsburgh, PA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Vice President, Client Operations - US Client Services (Conventional Trust) The Bank of New York Mellon CorpVice President, Client Operations - US Client Services (Conventional Trust)Pittsburgh, PAIn this role, youll make an impact in the following ways: Lead client service initiatives by leveraging in-depth industry knowledge and operational expertise to enhance client satisfaction and loyalty. Were seeking a future team member for the role of Vice President, Client Operations - US Client Services (Conventional Trust) to join our Conventional Trust Client Platform team.
Private Client Services Relationship Manager Farmers National Bank of CanfieldPrivate Client Services Relationship ManagerPittsburgh, PARelationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products and services, for use by clients to help them achieve their financial goals. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Generate new business relationships for the Bank by using existing centers of influence, or by establishing new centers of influence.
Unit Manager, Client Platform Services Federated Hermes IncUnit Manager, Client Platform ServicesPittsburgh, PAWorking knowledge of market¿related systems, platforms, and services; knowledge of Federated Hermes' systems, platforms and services preferred (e.g., EDGEnet, SS&C products such as TA2000, Vision, Digital Investor, etc.). Demonstrated leadership skills, including the ability to motivate, develop, foster a shared vision, provide clear direction, and hold team members accountable.
Client Services Specialist Chaffin Luhana LLPClient Services SpecialistPittsburgh, PennsylvaniaDemonstrate energy and focus while managing multiple tasks during client calls, providing empathetic support and clearly guiding prospective clients through the next steps of the personal injury legal process. The Client Services Specialist is responsible for gathering critical case details, assessing the viability of potential claims, and determining — with guidance from the Intake Manager and Intake Attorney — whether to proceed with onboarding the client.
Vice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesPittsburgh, PADeepen executive-level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross-sell of BNY services. In this role, youll make an impact in the following ways: Strengthen institutional client relationships, ensure high-quality delivery, and convert satisfaction into growth through proactive issue resolution and cross-functional execution.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingNew Castle, 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. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
NewManager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareNew Castle, 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. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Onboarding Manager, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Manager, Client Accounting ServicesPittsburgh, PA$123,840–$234,770 / yearBaker 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 - Pittsburgh, PA FNB CorpClient Services Associate - Pittsburgh, PAPittsburgh, PAMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent customer service skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Ability to use general office equipment • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations • Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All 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.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerPittsburgh, PennsylvaniaRemoteThe 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. We are looking for people who are passionate about building relationships with clients, will collaborate with our team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
Vice President, Client Services Operations StratAcuity Staffing Partners IncVice President, Client Services OperationsPittsburgh, PA$69,000–$111,000 / yearIn this role, you'll make an impact in the following ways: Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesPittsburgh, 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 Service Manager (Developmental Role) Senior Helpers of Southwest PittsburghClient Service Manager (Developmental Role)Bethel Park, PennsylvaniaObjective:The Client Service Manager will work with the Owner to manage and develop all client services for Senior Helpers within the franchise territory. Primary Responsibilities (including, but not limited to): Confirms that clients and their families are satisfied with the Senior Helpers services, and communicates findings to the Owner .
Client Service Manager Xylem IncClient Service ManagerPittsburgh, PA$130,000–$150,000 / yearThe Client Service Manager will serve as the trusted technical advisor and accountable for developing deep, consultative relationships with their key clients while ensuring Xylem provides quality delivery of services and technical reports per the terms of the contract and the ongoing needs of the client. Demonstrated experience in contract review and delivery, budget management, typically gained through experience managing clients with large ongoing contracts or key accounts and expanding work into new areas/new clients.
Senior Client Service Manager - National Highmark IncSenior Client Service Manager - NationalPittsburgh, PAIn connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained.
Tax Manager, Business Entities, Client Accounting Advisory Services Caliber Recruiting GroupTax Manager, Business Entities, Client Accounting Advisory ServicesPittsburg, PA, PA$120,000–$160,000 / yearBachelors Degree in accounting or equivalent (Finance, Business, Data analytics)-4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.-CPA preferred and or CPA in progress and ability to sit for CPA relatively soon-Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm)-Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)-Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements-Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations. -Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.-Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities.-Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees-Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeCanonsburg, PA$17.80–$22.60 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
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.
Client Relationship Executive - RCMS Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - RCMS Managed ServicesPittsburgh, PA$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.
Work From Home - Bilingual Client Services Representative Global Elite Empire ConsultantsWork From Home - Bilingual Client Services RepresentativeGreensburg, PennsylvaniaRemoteWe 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. Preferred Qualifications:• Bilingual (Spanish and English)• Excellent communication skills• Leadership capabilities• Self-starter• Positive attitude• Growth mindset.
Client Service Associate Stifel Financial CorpClient 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.