Brokerage Registered Client Service Associate - Pittsburgh, Pennsylvania Truist BankBrokerage Registered Client Service Associate - Pittsburgh, PennsylvaniaPittsburgh, 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.
Receptionist - Pittsburgh, PA Advisor Talent SolutionsReceptionist - Pittsburgh, PAPittsburgh, PennsylvaniaWe are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.
Wealth Planner Huntington National BankWealth PlannerPittsburgh, PennsylvaniaWorking closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies.
Relationship and Operations Associate Carson GroupRelationship and Operations AssociatePittsburgh, PennsylvaniaPartner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Relationship and Operations Associate Carson Group Holdings LLCRelationship and Operations AssociatePittsburgh, PA$55,000–$67,500 / yearFull timePartner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Relationship And Operations Associate Carsen Group Inc.Relationship And Operations AssociatePittsburgh, PA$55,000–$67,500 / yearPartner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociatePittsburgh, PennsylvaniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewRegistered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociatePittsburgh, PennsylvaniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Associate Morgan StanleyWealth Management AssociatePittsburgh, PAProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
Client Relationship Manager, Client Services - Retirement Ascensus LLCClient Relationship Manager, Client Services - RetirementPAAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
PNC Wealth Management Summer Intern The PNC Financial Services Group IncPNC Wealth Management Summer InternPittsburgh, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
PNC Wealth Management Development Program Associate The PNC Financial Services Group IncPNC Wealth Management Development Program AssociatePittsburgh, PAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
PNC Wealth Management Development Program Associate PNC BankPNC Wealth Management Development Program AssociatePittsburgh, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
PNC Wealth Management Summer Intern PNC BankPNC Wealth Management Summer InternPittsburgh, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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.
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.
Client Service Associate Stifel Financial CorpClient Service AssociateBethel Park, 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.
Key Private Bank Senior Relationship Manager Keybank National AssociationKey Private Bank Senior Relationship ManagerPittsburgh, PA$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
NewNew Business Processing Coordinator MassMutual PittsburghNew Business Processing CoordinatorPittsburgh, PA$50,000–$52,000 / yearThe successful candidate will serve as a key liaison between financial advisors and home office staff to ensure new business applications are processed accurately and efficiently from submission through policy delivery. This role is ideal for a professional who thrives in a fast-paced environment, enjoys managing multiple priorities, and takes pride in delivering exceptional service to advisors.