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17 Results for

Client Associate Jobs in Pennsylvania

United States of America

Work hours/week:.

181 WASHINGTON STREET:CONSHOHOCKEN

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New!

Emmaus, Pennsylvania3 days ago

The 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. • Study and apply Gallagher’s resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members.

Exton, PA30+ days ago

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Wayne, PA24 days ago

Our 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. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Philadelphia, PA30+ days ago
  • Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Pittsburgh, PA22 days ago

Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

PA15 days ago

We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

New!

Pittsburgh, PA4 days ago
  • $365,000–$415,000 Per Year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

New!

Pittsburgh, PA4 days ago
  • $365,000–$415,000 Per Year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

New!

Pittsburgh, PA4 days ago
  • $365,000–$415,000 Per Year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

New!

Pittsburgh, PA4 days ago
  • $365,000–$415,000 Per Year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

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