PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociateWest Conshohocken, PAOur 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.
Registered Client Service Associate-West Conshohocken, PA Raymond James Financial IncRegistered Client Service Associate-West Conshohocken, PAConshohocken, PAS65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Associate Wells Fargo & CoClient AssociateWayne, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Producer Assistant Equitable Financial Life Insurance CompanyProducer AssistantBala Cynwyd, PA$35,000–$45,000 / year418322'',''true'',''418322'',''false'',''Submission for the position: Producer Assistant - (Job Number: 260000B1)'',''false'',''418322'',''false'',''true'',''Producer Assistant '',''260000B1'',''UNITED STATES-PA-Bala Cynwyd'',''UNITED STATES-PA-Bala Cynwyd'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystPittsburgh, PAOur 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Inside Sales Representative Raymond James Financial IncInside Sales RepresentativePittsburgh, PAPrimary Functions of the Position: Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors). Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits.
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.
National Accounts Due Diligence and Reporting Analyst Raymond James Financial IncNational Accounts Due Diligence and Reporting AnalystPhiladelphia, PAThis role is critical for supporting the growth of the intermediary business, internal platforms, broker dealers, and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and Requests for Information (RFIs). Must be adept at handling large, complex datasets and developing and applying robust analytical processes including data cleaning, data interpretation models, forecasting, pattern identification and trend analysis.
Client Service Associate Smoker & Company LLCClient Service AssociateEphrata, PA$24–$35 / hourSmoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors.
Accounting Mgr - 90412915 - Philadelphia National Railroad Passenger CorpAccounting Mgr - 90412915 - PhiladelphiaPhiladelphia, PA$113,200–$146,664 / hourOur values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Wealth Planner Huntington Bancshares IncWealth PlannerPittsburgh, PAThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateNewtown Square, PAExecute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
NewSenior Back Office Operations Associate VALLEY NATIONAL GROUPSenior Back Office Operations AssociateBethlehem, PAFull timeQualificationsRequiredBachelor's degree in Business, Finance, Economics, or a related field, or equivalent experience.3-5 years of experience in financial services operations, wealth management operations, RIA operations, broker-dealer operations, or a related field. The Senior Back Office Operations Associate will play a key role in supporting day-to-day operations, enhancing workflows, assisting with training initiatives, and contributing to operational projects that support the firm's growth.
Director, FA Sales EnvestnetDirector, FA SalesBerwyn, PAFull timeYou’ll partner closely with sales leadership and cross-functional teams in a fast-paced, performance-driven environment centered on accountability, collaboration, and continuous improvement. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
Area Sales Director-Public Sector/Sled NTT DATAArea Sales Director-Public Sector/Sledred lion, PA$164,000–$304,000 / yearLead and manage client and senior client managers and quota-bearing teams with a focus on driving consistent performance and strategic execution across the Public Sector, including federal, state, and local government markets. This leader plays a critical role in aligning sales execution with the unique needs and regulatory requirements of public sector clients, ensuring that go-to-market strategies are tailored to address the challenges and opportunities within this space.
Healthcare Financial/Actuarial Senior Director Willis Towers Watson PLCHealthcare Financial/Actuarial Senior DirectorPhiladelphia, PAWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
NewContent Management Consultant (CPA/Audit/Financial Reporting) Wolters Kluwer N.V.Content Management Consultant (CPA/Audit/Financial Reporting)PA$76,200–$133,650 / yearRepresent Wolters Kluwer by developing and maintaining comprehensive knowledge of products, industry trends, and general business acumen through various sources and activities. Develop written analytic content, as well as summaries, explanations, interpretations, news articles, and white papers for the product line and market segment.
Legal Administrative Assistant BE GroupLegal Administrative AssistantPennsylvaniaThe group's practice is trusts and estates for business owners, executives, professionals, high-net-worth individuals and families, fiduciaries, trustees, and closely held businesses - estate and tax planning, business succession, charitable planning, asset protection, and trust and estate administration. Handle extensive client contact by phone, email, and in person, alongside communication with fiduciaries, trustees, financial advisors, accountants, and other outside professionals.
Client Service Associate Fortis Investment Services, Inc.Client Service AssociateCamp Hill, PA$52,000–$80,000 / yearFull timeFortis Investment Services, Inc. is seeking an experienced, professional, and highly organized Client Service Associate to join our growing financial services practice. This position is ideal for someone who enjoys building relationships with clients, managing details, solving problems, and working collaboratively in a fast-paced financial services environment.
Lending Analyst Urban Redevelopment Authority of PittsburghLending AnalystPittsburgh, PA$55,000–$60,000 / yearJob title: Lending Analyst Department: Residential & Consumer Lending Divisional Unit: Housing Department Starting Salary: $55,000-$60,000 Reports to: Manager of Residential Lending Essential Functions and Responsibilities: Manage assigned single family and multifamily developments. The candidate should be familiar with single family and/or multifamily programs available to developers by the URA, local banks, non-profit organizations, the U.S Department of Housing and Urban Development (HUD), Pennsylvania Housing Finance Agency (PHFA), and other federal, state and local sources.