NewClient Service Associate Wealth Management Gables Search GroupClient Service Associate Wealth ManagementWexford, PAKey Responsibilities: As a Client Service Associate , you will be an integral part of the client service team, and will SUPPORT the Advisors in: Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance. Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team.
Bilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Bridgeville, PAThe 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. 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.
NewTax Manager/Sr Tax Manager Gables Search GroupTax Manager/Sr Tax ManagerPittsburgh, PA$100,000–$150,000Tax Manager / Senior Tax Manager $ 100,000.00 - $ 160,000.00 + Bonus 8+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues. Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner.
Client Service Leader - Transportation Services CDM Smith IncClient Service Leader - Transportation ServicesPittsburgh, PADeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. Lead effective sales activities including identifying clients and effectively working with other members of the client service team to develop winning pursuit strategies, proposals and presentations.
Client Service Leader - Transportation Services CDM SmithClient Service Leader - Transportation ServicesPittsburgh, PennsylvaniaDeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. • Lead effective sales activities including identifying clients and effectively working with other members of the client service team to develop winning pursuit strategies, proposals and presentations.
Client Service Manager GallagherClient Service ManagerPittsburgh, PennsylvaniaFull timeHow you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
NewClient 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.
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.
Client Services Director - #2992 Wade TrimClient Services Director - #2992Pittsburgh, PennsylvaniaThis individual will collaborate with technical and operational teams, contribute to revenue and strategic planning initiatives, mentor staff, and represent the firm within industry organizations while fostering long-term client success and maintaining a safe working environment. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Mentor Program, Sustainability Program, and Wellness Program.
Client Service Delivery Senior Manager - Infrastructure Accenture PlcClient Service Delivery Senior Manager - InfrastructurePittsburgh, PAThis role combines strategic account leadership with operational governance, requiring a leader who is equally comfortable in a boardroom presenting quarterly business reviews and, on the floor, driving incident resolution with technical teams Additionally, you have the communication and people skills to inspire teams to bring their A-game. Operating across the full infrastructure stack - hybrid cloud, on-premises, network, security, and end-user computing - the SDM serves as the primary executive relationship owner, ensuring contractual SLAs are met, operational excellence is sustained, and client satisfaction drives organic growth.
Client Service Associate StifelClient Service AssociateBethel Park, PennsylvaniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) 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). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Manager SPSClient Service ManagerPittsburgh, Pennsylvania$80,000–$90,000 / yearAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. A successful Client Service Manager consistently delivers outstanding client experiences, achieves operational and financial goals, develops high-performing teams, and ensures all contractual service expectations are met or exceeded.
Senior Specialist, Client Operations - Corporate Trust And Custody Services The Bank of New York MellonSenior Specialist, Client Operations - Corporate Trust And Custody ServicesPittsburgh, PAIn 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. Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks.
Small Market Client Service Representative Matrix Absence ManagementSmall Market Client Service RepresentativePittsburgh, PA$56,640–$70,810 / yearDemonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. This role serves as the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan.
Vice President, Client Service Management - Pipeline The Bank of New York Mellon CorpVice President, Client Service Management - PipelinePittsburgh, PA$68,000–$149,000 / yearProvide key individuals at assigned clients with information related to BNY Mellons products and services across a broad array of lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. In this role, youll make an impact in the following ways: Work with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
2027 BNY Summer Internship Program - Client Service (Pittsburgh, PA) The Bank of New York Mellon Corp2027 BNY Summer Internship Program - Client Service (Pittsburgh, PA)Pittsburgh, PAIn a fast-paced environment, interns will gain insight into BNY's client service model, collaborate across business, operations and technology teams, and build the communication, analytical and problem-solving skills needed to help deliver timely, accurate and effective client outcomes. The BNY Summer Internship Program offers high-potential students a dynamic 10-week experience designed to accelerate development, build professional networks, and provide meaningful exposure to one of the world''s leading financial services institutions.
2027 BNY Analyst Program - Client Service - (Pittsburgh, PA) The Bank of New York Mellon Corp2027 BNY Analyst Program - Client Service - (Pittsburgh, PA)Pittsburgh, PAIn a fast-paced environment, analysts will gain insight into BNY's client service model, collaborate across business, operations and technology teams, and build the communication, analytical and problem-solving skills needed to help deliver timely, accurate and effective client outcomes. From day one, analysts are immersed in BNY''s collaborative and innovative culture through: Enterprise-wide onboarding and development programming, including an in person immersive induction experience, executive speaker series, skill development, and networking opportunities.
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.
Small Market Client Service Representative Reliance Standard Life Insurance CompanySmall Market Client Service RepresentativePittsburgh, Pennsylvania$56,640–$70,810 / yearDemonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. This role serves as the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan.
Brokerage Registered Client Service Associate - Pittsburgh, Pennsylvania Truist Financial CorpBrokerage Registered Client Service Associate - Pittsburgh, PennsylvaniaPittsburgh, PAGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.