Non Registered Client Service Associate Stifel Financial CorpNon Registered Client Service AssociatePittsburgh, PAUnder 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 Associate The PNC Financial Services Group IncClient Service AssociatePittsburgh, PAThe Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
Non Registered - Client Service Associate StifelNon Registered - Client Service AssociatePittsburgh, 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 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.
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.
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.
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.
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.
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.
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.
Vice President, Client Service Management The Bank of New York Mellon CorpVice President, Client Service ManagementPittsburgh, PADevelop a strong understanding of each client's business to identify opportunities for improved service, adoption, and strategic growth; includes managing client master agreements and service inventories; supporting alignment on service levels, deliverables, and best practices. Typically 8-10 years of relevant experience in client relationship/account management, client service, or a similar externally facing role required; broader industry experience strongly preferred.
Service Delivery Associate (Lockbox) SPSService Delivery Associate (Lockbox)Pittsburgh, PennsylvaniaAcross 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. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Estate Settlement Specialist, Client Service II The Bank of New York MellonEstate Settlement Specialist, Client Service IIPittsburgh, PAUse strong communication skills to deliver high-quality service to internal and external Estate Settlement partners and clients and provide information on BNY products and services across multiple lines of business and geographies, with a focus on supporting the unique needs of estate beneficiaries, executors, attorneys, and related parties. In this role, you'll make an impact in the following ways: Work with internal and external Estate Settlement partners and clients to resolve moderately complex day-to-day estate administration issues and direct them to appropriate resources at BNY.
Senior Vice President, Production Services Infrastructure Support The Bank of New York Mellon CorpSenior Vice President, Production Services Infrastructure SupportPittsburgh, PAWe're seeking a Senior Vice President, MQ Support / Administrator professional to join our production services middleware team in Pittsburgh, PA; New York, NY; New Jersey; or Lake Mary, FL. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Client Service Administrator - Group Benefits OswaldClient Service Administrator - Group BenefitsPittsburgh, PennsylvaniaCoordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
Senior Vice President, Market & Client Intelligence The Bank of New York Mellon CorpSenior Vice President, Market & Client IntelligencePittsburgh, PAThe role supports opportunities across FI, NBFI, and Corporate client segments and requires strong understanding of the evolving payments landscape, including channels (SWIFT, H2H, APIs), different payment rails, payment solutions and Digital Assets. Global Payments & Trade, BNY is seeking a Senior Vice President, Market & Client Intelligence to help drive strategic growth through actionable market, client, and competitive insights.
Client Service Analyst II - TH Telus CorpClient Service Analyst II - THPittsburgh, PA$50,000–$65,000 / yearUse sophisticated database tools to configure client healthcare and group‑benefits databases-defining data fields, importing data, designing screens, and creating queries/reports. TELUS Health (US) Benefits Administration and Operations practice delivers specialized expertise and innovative solutions for benefits administration, data management, and end to end client support.