NewClient Service Associate Wealth Management Gables Search GroupClient Service Associate Wealth ManagementWexford, PAp style="line-height:normal;background:#f7f7f8;margin:15pt 0in 15pt 0in">Key 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. Qualifications: To thrive in this role, you should possess the following qualifications: ·Education:NewLitigation Defense Associate Attorney JobotLitigation Defense Associate AttorneyPittsburgh, PA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Their clientele includes large corporations, privately-held companies, municipal entities, small businesses, and partnerships across various industries and sectors.NewAssociate Attorney JobotAssociate AttorneyPittsburgh, PA$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Providing legal advice and guidance on a wide range of legal issues related to joint ventures, including structuring, formation, governance, and dissolution.NewTrusts & Estates Associate JobotTrusts & Estates AssociatePittsburgh, PA$110,000–$150,000 / yearIn addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.NewLitigation Associate JobotLitigation AssociatePittsburgh, PA$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries.NewEstate and Trust Litigation Associate Attorney JobotEstate and Trust Litigation Associate AttorneyPittsburgh, PA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft estate planning documents, including but not limited to, wills, revocable trusts, durable powers of attorney, health care proxies and irrevocable life insurance trusts.Client Associate Royal Bank of CanadaClient AssociatePittsburgh, PACustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociatePittsburgh, PAp>Under 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.Brokerage Registered Client Service Associate - Pittsburgh, PA Truist Financial CorpBrokerage Registered Client Service Associate - Pittsburgh, PAPittsburgh, PAp>General 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.Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSewickley, PAOur 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.Client Service Associate Stifel Financial CorpClient 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 Bill Good MarketingClient Service AssociateButler, PA$50,000–$62,000Day to day, that means: Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups. A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave.Client Service Associate StifelClient Service AssociatePittsburgh, PennsylvaniaWhat You'll Be Doing: Under 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.CLO - Client Reporting Associate StratAcuity Staffing Partners IncCLO - Client Reporting AssociatePittsburgh, PA$50,000–$75,000 / yearIn terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.Client Service Associate The PNC Financial Services Group IncClient Service 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. 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.Associate, Client Performance The Bank of New York Mellon CorpAssociate, Client PerformancePittsburgh, PAli>Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers. 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.Senior Associate, Client Reporting/Performance The Bank of New York Mellon CorpSenior Associate, Client Reporting/PerformancePittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison.Client Relationship Associate Management Science Associates, Inc.Client Relationship AssociateTarentum, PAManagement Science Associates, Inc. (MSA) is a diversified, dynamic and growing information management company that for over sixty years has partnered with institutional and commercial customers to identify areas in which innovative analytics, data and technology deliver incremental growth and drive efficiency. Our products and solutions are utilized across dozens of industries including Consumer Packaged Goods, Media, Healthcare, Pharmaceuticals, Metals and Advanced Manufacturing, Casino Gaming, Medical Cannabis, Internet Applications and Data Center/Co-location Services.Client Services Associate - Pittsburgh, PA FNB CorpClient Services Associate - Pittsburgh, PAPittsburgh, PAMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent customer service skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Ability to use general office equipment • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations • Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.Associate Client Service Manager GallagherAssociate Client Service ManagerPittsburgh, Pennsylvaniaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients through timely responses and strong customer service . Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .NewAssociate Client Service Manager - Personal Lines GallagherAssociate Client Service Manager - Personal LinesCoraopolis, Pennsylvaniaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients through timely responses and strong customer service . Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .Senior Associate, Client Operations The Bank of New York Mellon CorpSenior Associate, Client OperationsPittsburgh, PAProvide individuals at assigned clients with information related to BNY Mellons products and services across multiple 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 complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Associate, Client Processing I The Bank of New York Mellon CorpAssociate, Client Processing IPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.Senior Associate, Client Processing - Loans Enablement The Bank of New York Mellon CorpSenior Associate, Client Processing - Loans EnablementPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provides complex analytics and reporting services, working to improve and automate Client Processing systems.Associate, Client Processing II The Bank of New York Mellon CorpAssociate, Client Processing IIPittsburgh, PAp>In this role, youll make an impact in the following ways: Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts. 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.Associate, Client Processing I - Conventional Debt The Bank of New York Mellon CorpAssociate, Client Processing I - Conventional DebtPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.Associate, Client Processing II - Treasury Services Platform Ops The Bank of New York Mellon CorpAssociate, Client Processing II - Treasury Services Platform OpsPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.Senior Associate, Client Processing The Bank of New York Mellon CorpSenior Associate, Client ProcessingPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Client Processing systems.Associate, Client Operations Representative I The Bank of New York Mellon CorpAssociate, Client Operations Representative IPittsburgh, PABNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world''s financial assets. 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.Senior Associate, Client Processing - Conventional Debt The Bank of New York Mellon CorpSenior Associate, Client Processing - Conventional DebtPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Client Processing systems.Brokerage Registered Client Service Associate - Pittsburgh, PA Truist BankBrokerage Registered Client Service Associate - Pittsburgh, PAPittsburgh, Pennsylvaniap style="text-align:inherit"/>General 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. Need Help?.Associate, Client Processing II - Loans Enablement The Bank of New York Mellon CorpAssociate, Client Processing II - Loans EnablementPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.Client Service Associate Raymond James Financial IncClient Service AssociateCanonsburg, PAThe 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.Key Private Bank Client Service Associate KeyCorpKey Private Bank Client Service AssociatePittsburgh, PA$25–$38.46 / hourli>Demonstrated 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.Client Support Associate MorgantownClient Support AssociateWeirton, West Virginiap>Village Caregiving is actively hiring Client Support Assistants to provide in-home care and support to clients in the Kingwood area. Client Support Assistant .Client Service Associate Waldron Private WealthClient Service AssociateBridgeville, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerPittsburgh, PAResponsibilities: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.Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementPittsburgh, PennsylvaniaBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work Experience. In 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.Senior Client Solution Specialist PNC BankSenior Client Solution SpecialistPittsburgh, Pennsylvaniap style="text-align:inherit"/>In 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. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementPittsburgh, PACompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. 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.Client Relationship Manager StifelClient Relationship ManagerPittsburgh, PennsylvaniaWhat You'll Be Doing: Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.Senior Client Solution Specialist The PNC Financial Services Group IncSenior Client Solution SpecialistPittsburgh, PAp>In 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.Client Solution Specialist - Vendor Finance The PNC Financial Services Group IncClient Solution Specialist - Vendor FinancePA$31,200–$72,150 / yearIn 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. 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.Client Solutions Specialist - PNC Wealth Management The PNC Financial Services Group IncClient Solutions Specialist - PNC Wealth ManagementPittsburgh, 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. 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.NewBusiness Banking Relationship Manager I - Virtual Client The PNC Financial Services Group IncBusiness Banking Relationship Manager I - Virtual ClientPA$75,000–$150,000 / yearp>In 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.CLO, Client Reporting Specialist II StratAcuity Staffing Partners IncCLO, Client Reporting Specialist IIPittsburgh, PA$50,000–$85,000 / yearul>Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.Client Relationship Manager Stifel Financial CorpClient Relationship ManagerPittsburgh, PAp>Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.CLO Client Reporting Specialist The Bank of New York Mellon CorpCLO Client Reporting SpecialistPittsburgh, PAp>In this role, youll make an impact in the following ways: Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. Overview: As part of BNYs Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.Client Service Representative VCA IncClient Service RepresentativePAli>Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.Client Support Specialist Western & Southern LifeClient Support SpecialistPITTSBURGH, PAWorks closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives. Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.12345678Similar Job SearchesClient Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs
NewLitigation Defense Associate Attorney JobotLitigation Defense Associate AttorneyPittsburgh, PA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Their clientele includes large corporations, privately-held companies, municipal entities, small businesses, and partnerships across various industries and sectors.
NewAssociate Attorney JobotAssociate AttorneyPittsburgh, PA$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Providing legal advice and guidance on a wide range of legal issues related to joint ventures, including structuring, formation, governance, and dissolution.
NewTrusts & Estates Associate JobotTrusts & Estates AssociatePittsburgh, PA$110,000–$150,000 / yearIn addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLitigation Associate JobotLitigation AssociatePittsburgh, PA$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries.
NewEstate and Trust Litigation Associate Attorney JobotEstate and Trust Litigation Associate AttorneyPittsburgh, PA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft estate planning documents, including but not limited to, wills, revocable trusts, durable powers of attorney, health care proxies and irrevocable life insurance trusts.
Client Associate Royal Bank of CanadaClient AssociatePittsburgh, PACustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociatePittsburgh, PAp>Under 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.
Brokerage Registered Client Service Associate - Pittsburgh, PA Truist Financial CorpBrokerage Registered Client Service Associate - Pittsburgh, PAPittsburgh, PAp>General 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSewickley, PAOur 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.
Client Service Associate Stifel Financial CorpClient 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 Bill Good MarketingClient Service AssociateButler, PA$50,000–$62,000Day to day, that means: Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups. A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave.
Client Service Associate StifelClient Service AssociatePittsburgh, PennsylvaniaWhat You'll Be Doing: Under 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.
CLO - Client Reporting Associate StratAcuity Staffing Partners IncCLO - Client Reporting AssociatePittsburgh, PA$50,000–$75,000 / yearIn terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
Client Service Associate The PNC Financial Services Group IncClient Service 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. 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.
Associate, Client Performance The Bank of New York Mellon CorpAssociate, Client PerformancePittsburgh, PAli>Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers. 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.
Senior Associate, Client Reporting/Performance The Bank of New York Mellon CorpSenior Associate, Client Reporting/PerformancePittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison.
Client Relationship Associate Management Science Associates, Inc.Client Relationship AssociateTarentum, PAManagement Science Associates, Inc. (MSA) is a diversified, dynamic and growing information management company that for over sixty years has partnered with institutional and commercial customers to identify areas in which innovative analytics, data and technology deliver incremental growth and drive efficiency. Our products and solutions are utilized across dozens of industries including Consumer Packaged Goods, Media, Healthcare, Pharmaceuticals, Metals and Advanced Manufacturing, Casino Gaming, Medical Cannabis, Internet Applications and Data Center/Co-location Services.
Client Services Associate - Pittsburgh, PA FNB CorpClient Services Associate - Pittsburgh, PAPittsburgh, PAMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent customer service skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Ability to use general office equipment • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations • Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Associate Client Service Manager GallagherAssociate Client Service ManagerPittsburgh, Pennsylvaniaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients through timely responses and strong customer service . Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
NewAssociate Client Service Manager - Personal Lines GallagherAssociate Client Service Manager - Personal LinesCoraopolis, Pennsylvaniaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients through timely responses and strong customer service . Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
Senior Associate, Client Operations The Bank of New York Mellon CorpSenior Associate, Client OperationsPittsburgh, PAProvide individuals at assigned clients with information related to BNY Mellons products and services across multiple 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 complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
Associate, Client Processing I The Bank of New York Mellon CorpAssociate, Client Processing IPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Senior Associate, Client Processing - Loans Enablement The Bank of New York Mellon CorpSenior Associate, Client Processing - Loans EnablementPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
Associate, Client Processing II The Bank of New York Mellon CorpAssociate, Client Processing IIPittsburgh, PAp>In this role, youll make an impact in the following ways: Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts. 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.
Associate, Client Processing I - Conventional Debt The Bank of New York Mellon CorpAssociate, Client Processing I - Conventional DebtPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Associate, Client Processing II - Treasury Services Platform Ops The Bank of New York Mellon CorpAssociate, Client Processing II - Treasury Services Platform OpsPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Senior Associate, Client Processing The Bank of New York Mellon CorpSenior Associate, Client ProcessingPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Client Processing systems.
Associate, Client Operations Representative I The Bank of New York Mellon CorpAssociate, Client Operations Representative IPittsburgh, PABNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world''s financial assets. 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.
Senior Associate, Client Processing - Conventional Debt The Bank of New York Mellon CorpSenior Associate, Client Processing - Conventional DebtPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Client Processing systems.
Brokerage Registered Client Service Associate - Pittsburgh, PA Truist BankBrokerage Registered Client Service Associate - Pittsburgh, PAPittsburgh, Pennsylvaniap style="text-align:inherit"/>General 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. Need Help?.
Associate, Client Processing II - Loans Enablement The Bank of New York Mellon CorpAssociate, Client Processing II - Loans EnablementPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Client Service Associate Raymond James Financial IncClient Service AssociateCanonsburg, PAThe 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Key Private Bank Client Service Associate KeyCorpKey Private Bank Client Service AssociatePittsburgh, PA$25–$38.46 / hourli>Demonstrated 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.
Client Support Associate MorgantownClient Support AssociateWeirton, West Virginiap>Village Caregiving is actively hiring Client Support Assistants to provide in-home care and support to clients in the Kingwood area. Client Support Assistant .Client Service Associate Waldron Private WealthClient Service AssociateBridgeville, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerPittsburgh, PAResponsibilities: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.Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementPittsburgh, PennsylvaniaBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work Experience. In 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.Senior Client Solution Specialist PNC BankSenior Client Solution SpecialistPittsburgh, Pennsylvaniap style="text-align:inherit"/>In 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. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementPittsburgh, PACompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. 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.Client Relationship Manager StifelClient Relationship ManagerPittsburgh, PennsylvaniaWhat You'll Be Doing: Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.Senior Client Solution Specialist The PNC Financial Services Group IncSenior Client Solution SpecialistPittsburgh, PAp>In 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.Client Solution Specialist - Vendor Finance The PNC Financial Services Group IncClient Solution Specialist - Vendor FinancePA$31,200–$72,150 / yearIn 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. 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.Client Solutions Specialist - PNC Wealth Management The PNC Financial Services Group IncClient Solutions Specialist - PNC Wealth ManagementPittsburgh, 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. 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.NewBusiness Banking Relationship Manager I - Virtual Client The PNC Financial Services Group IncBusiness Banking Relationship Manager I - Virtual ClientPA$75,000–$150,000 / yearp>In 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.CLO, Client Reporting Specialist II StratAcuity Staffing Partners IncCLO, Client Reporting Specialist IIPittsburgh, PA$50,000–$85,000 / yearul>Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.Client Relationship Manager Stifel Financial CorpClient Relationship ManagerPittsburgh, PAp>Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.CLO Client Reporting Specialist The Bank of New York Mellon CorpCLO Client Reporting SpecialistPittsburgh, PAp>In this role, youll make an impact in the following ways: Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. Overview: As part of BNYs Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.Client Service Representative VCA IncClient Service RepresentativePAli>Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.Client Support Specialist Western & Southern LifeClient Support SpecialistPITTSBURGH, PAWorks closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives. Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.12345678Similar Job SearchesClient Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs
Client Service Associate Waldron Private WealthClient Service AssociateBridgeville, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerPittsburgh, PAResponsibilities: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.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementPittsburgh, PennsylvaniaBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work Experience. In 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.
Senior Client Solution Specialist PNC BankSenior Client Solution SpecialistPittsburgh, Pennsylvaniap style="text-align:inherit"/>In 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. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementPittsburgh, PACompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. 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.
Client Relationship Manager StifelClient Relationship ManagerPittsburgh, PennsylvaniaWhat You'll Be Doing: Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.
Senior Client Solution Specialist The PNC Financial Services Group IncSenior Client Solution SpecialistPittsburgh, PAp>In 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.
Client Solution Specialist - Vendor Finance The PNC Financial Services Group IncClient Solution Specialist - Vendor FinancePA$31,200–$72,150 / yearIn 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. 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.
Client Solutions Specialist - PNC Wealth Management The PNC Financial Services Group IncClient Solutions Specialist - PNC Wealth ManagementPittsburgh, 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. 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.
NewBusiness Banking Relationship Manager I - Virtual Client The PNC Financial Services Group IncBusiness Banking Relationship Manager I - Virtual ClientPA$75,000–$150,000 / yearp>In 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.
CLO, Client Reporting Specialist II StratAcuity Staffing Partners IncCLO, Client Reporting Specialist IIPittsburgh, PA$50,000–$85,000 / yearul>Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Client Relationship Manager Stifel Financial CorpClient Relationship ManagerPittsburgh, PAp>Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. 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.
CLO Client Reporting Specialist The Bank of New York Mellon CorpCLO Client Reporting SpecialistPittsburgh, PAp>In this role, youll make an impact in the following ways: Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. Overview: As part of BNYs Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.
Client Service Representative VCA IncClient Service RepresentativePAli>Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Support Specialist Western & Southern LifeClient Support SpecialistPITTSBURGH, PAWorks closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives. Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.