NewLitigation Associate - Consumer Financial JobotLitigation Associate - Consumer FinancialPhiladelphia, PA$150,000–$210,000 / 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. Its litigation practice is highly regarded for handling complex, high-exposure matters across commercial litigation, insurance defense, intellectual property, bankruptcy and restructuring, corporate disputes, and other sophisticated litigation matters.
Commercial Real Estate & Finance Associate Attorney JobotCommercial Real Estate & Finance Associate AttorneyPhiladelphia, PA$160,000–$190,000 / 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. This is an outstanding opportunity to work alongside experienced practitioners on complex commercial real estate matters while gaining meaningful client exposure and taking ownership of sophisticated transactions.
NewInsurance Defense Associate Attorney JobotInsurance Defense Associate AttorneyPhiladelphia, PA$90,000–$130,000 / 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. This role requires a strong commitment to our clients, a deep understanding of the legal process, and an unwavering dedication to achieving the best possible outcomes.
NewZoning and Land Use Associate Attorney JobotZoning and Land Use Associate AttorneyPhiladelphia, PA$185,000–$250,000 / yearKnown for its collaborative culture and practical, business-focused approach, the firm represents a broad range of middle-market companies, developers, financial institutions, entrepreneurs, and private clients across a variety of 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 (hybrid) JobotLitigation Associate (hybrid)Malvern, PA$130,000–$150,000 / 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. The ideal candidate will be a problem solver, an excellent communicator, and a team player, with a passion for justice and a proven track record in the legal field.
NewCommercial Litigation Associate JobotCommercial Litigation AssociateWilmington, DE$200,000–$225,000 / yearTheir litigators handle high-stakes disputes involving corporate governance, fiduciary duty, M&A-related litigation, stockholder disputes, and complex business conflicts for a broad range of clients, from Fortune 500 companies and private equity sponsors to emerging growth companies and closely held businesses. 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.
NewSenior Associate/Counsel - Commercial Litigation JobotSenior Associate/Counsel - Commercial LitigationWilmington, DE$240,000–$260,000 / yearTheir litigators handle high-stakes disputes involving corporate governance, fiduciary duty, M&A-related litigation, stockholder disputes, and complex business conflicts for a broad range of clients, from Fortune 500 companies and private equity sponsors to emerging growth companies and closely held businesses. 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.
NewFamily Law Associate JobotFamily Law AssociateGreenville, DE$110,000–$135,000 / 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. Whether you’re an experienced professional looking to elevate your practice or a recent graduate eager to make an impact, we offer a collaborative, growth-oriented environment with unparalleled opportunities to expand your expertise, build lasting client relationships, and shape the future of your career.
NewLitigation Associate Attorney JobotLitigation Associate AttorneyWilmington, DE$205,000–$225,000 / 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. With a diverse client base ranging from emerging companies to established national and international organizations, the firm offers deep experience across litigation, corporate, real estate, and regulatory matters.
NewAssociate Attorney JobotAssociate AttorneyPhiladelphia, PA$110,000–$145,000 / 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. We represent leading insurance carriers, businesses, and national clients in sophisticated defense matters, providing associates with meaningful responsibility and direct access to experienced litigators.
NewCorporate Associate Attorney - REMOTE JobotCorporate Associate Attorney - REMOTEPhiladelphia, PARemote$150,000–$170,000 / yearPlease attach 1-2 writing samples from the following list of transactional documents: Board and Shareholder Resolutions for fundraising or remediation efforts; convertible notes; Operating Agreements; amended and restated articles; Employee Incentive or Synthetic Incentive Plans and Grants. The ideal candidate will have experience in corporate transactional work i.e., finance transactions, mergers, corporate governance, etc., and be able to jump in and spot corporate governance issues, draft remediations documents, and counsel clients through growth and fund raising activities with only necessary oversight.
NewLitigation Associate — Commercial Litigation (Philadelphia) JobotLitigation Associate — Commercial Litigation (Philadelphia)Philadelphia, PA$125,000–$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. Must-Haves: - Admission to practice law in BOTH Pennsylvania AND New Jersey (required —please do not apply without both admissions) - 1-4 years of commercial litigation experience, including dispute resolution - Strong legal writing and research skills - Ability to support.
Commercial Real Estate Associate Attorney- Finance Emphasis JobotCommercial Real Estate Associate Attorney- Finance EmphasisPhiladelphia, PARemote$175,000–$250,000 / yearThe firm provides comprehensive legal services across a broad range of practice areas, including business and finance, employment, government relations, intellectual property, litigation, real estate, taxation, and trusts and estates. 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.
NewTrusts and Estates Associate Attorney JobotTrusts and Estates Associate AttorneyHuntingdon Valley, PA$140,000–$180,000 / yearThe ideal candidate will have a minimum of three years of experience handling a broad range of estate planning and administration matters, including complex drafting, trust funding, probate filings, and fiduciary guidance. 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.
NewManager, Business Tax Services - Private Clients KPMGManager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhiladelphia, PA$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesPhiladelphia, PA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewSenior Associate, Tax - Project Management KPMGSenior Associate, Tax - Project ManagementPhiladelphia, PAResponsibilities: Support client engagement teams and other stakeholders in the initiation, planning, design, execution, monitoring, controlling and closure of complex engagements including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key performance indicators and creating reports and presentations to be delivered to relevant clients and/or stakeholders. Excellent organizational, presentation, communication, meeting facilitation skills, analytical ability, strong judgment skills, supervisory skills and the ability to work effectively with project team members, project sponsors, functional leads, senior management and clients.
NewTax Senior Associate, Private Equity KPMGTax Senior Associate, Private EquityPhiladelphia, PA$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, R&D Tax Credits - Software Engineer KPMGSenior Associate, R&D Tax Credits - Software EngineerPhiladelphia, PAWork with cross functional team of KPMG engineers to conduct research and development (R&D) tax credit consulting services, including leading client interviews with technical subject matter experts, performing technical research to ensuring findings conform with current tax law, including section 41 guidelines and developing expertise across a wide range of businesses and industries. Proficiency in at least one programming language such as Java, C, C++, C#, Visual Basic, or similar, in addition to working knowledge of SQL, database concepts, common software design patterns, data structures and algorithms, with working knowledge of cloud computing (AWS, Azure).
NewSenior Associate, International Tax KPMGSenior Associate, International TaxPhiladelphia, PAResponsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; In advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Advise multinational enterprises on tax planning decisions, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions at a global level, in the context of their wider business objectives and taking into account a multinationals tax risk profile, global effective tax rate, and cash posture.
NewWarehouse Associate JouléWarehouse AssociateHorsham, PA$23–$25 / hourThis role helps keep inventory organized, orders fulfilled on time, and the warehouse clean and efficient through consistent material handling, quality checks, and adherence to operational and safety procedures. Operate warehouse equipment including sit-down forklifts, stand-up forklifts, and pallet jacks.
NewChemical Warehouse Associate JouléChemical Warehouse AssociateNewark, DE$18–$20 / hourSystem One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Maintain a clean, organized, and safe work environment by cleaning workstations, utensils, equipment, and disposing of waste.
Associate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemotePhiladelphia, PARemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowPhiladelphia, PA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSr. Associate, Oracle Fusion Manufacturing & Quality KPMGSr. Associate, Oracle Fusion Manufacturing & QualityPhiladelphia, PAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMPhiladelphia, PA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, Privileged Access Management Delivery Engineer KPMGSenior Associate, Privileged Access Management Delivery EngineerPhiladelphia, PA$95,855–$208,265 / yearImplement and maintain PAM capabilities including privileged credential management, session management, just-in-time access, and endpoint management (EPM)components; implement automated integration across adjacent security solutions (for example: Crowdstrike, SIEM solutions, ServiceNow); automate PAM tasks using scripting and APIs (such as PowerShell, Python, REST, and others) and integrate with enterprise platforms (that is, Active Directory, IdPs, ITSM platforms, SIEM platforms, and more). Hands on experience with Privileged Access Management delivery and engineering, with specific experience using CyberArk On-Prem and SaaS solutions; additional experience with secrets management platforms (that is, Conjur, HashiCorp) and other PAM platforms (such as Delinea, BeyondTrust) preferred.
Leveraged Finance - Associate Attorney (Multi Office) Pernini Recruiting CompanyLeveraged Finance - Associate Attorney (Multi Office)Philadelphia, PASubstantive experience representing borrowers, lenders, private equity sponsors, and/or agents in a broad range of finance transactions, including acquisition financings, dividend and other recapitalizations, and restructuring and reorganizations . The team’s multi‑perspective approach provides attorneys with real-time insight into market trends, evolving deal terms, and complex financing structures in both domestic and cross-border transactions.
Commercial Finance Associate Attorney (AZ/MN/PA) Pernini Recruiting CompanyCommercial Finance Associate Attorney (AZ/MN/PA)Philadelphia, PA$210,000–$305,000 / yearThis is an outstanding opportunity to work with a highly regarded finance team representing a broad range of institutional clients, including commercial banks, commercial finance companies, direct lenders, private equity firms, investors, developers, and nonprofit organizations. This is a unique opportunity to join a nationally respected finance practice that advises leading financial institutions, investors, and businesses on sophisticated lending and transactional matters.
NewFinancial Services - Associate Attorney (Multi Office) Pernini Recruiting CompanyFinancial Services - Associate Attorney (Multi Office)Philadelphia, PAThis is an exceptional opportunity to work within one of the industry’s most sophisticated asset management and financial regulatory practices, advising a diverse client base that ranges from emerging managers and boutique firms to some of the world’s largest financial institutions. The practice has been at the forefront of innovation in the financial services space for decades, offering attorneys exposure to cutting-edge regulatory, compliance, and enforcement matters across the global asset management landscape.
Commercial Real Estate Finance - Associate Attorney (Multi Office) Pernini Recruiting CompanyCommercial Real Estate Finance - Associate Attorney (Multi Office)Philadelphia, PAThis is an exceptional opportunity to work within a premier commercial real estate capital markets group that advises on sophisticated, high-profile transactions across the full lifecycle of commercial real estate finance matters. HYBRID Our client, a global AmLaw 50 law firm , a talented Commercial Real Estate Finance Associate Attorney to join its highly regarded Global Finance practice.
Fund Finance/Subscription Lines - Senior Associate/Counsel Attorney Pernini Recruiting CompanyFund Finance/Subscription Lines - Senior Associate/Counsel AttorneyPhiladelphia, PAThe team is deeply involved across the full lifecycle of fund finance transactions, from fund formation leverage considerations through complex downstream structuring and financings, and is consistently recognized by leading industry publications. HYBRID Our client, a global AmLaw 50 law firm , with a top-ranked Global Finance practice, is seeking a Senior Associate or Counsel to join its Fund Finance / Subscription Lines team.
Asset Finance & Securitization Associate Attorney - Multi-City Pernini Recruiting CompanyAsset Finance & Securitization Associate Attorney - Multi-CityPhiladelphia, PAExperience with transactions involving assets such as solar loans , mineral rights , royalties , marketplace loans , credit card receivables , auto loans and leases , mortgages , single-family rental properties , timeshares , or trade receivables preferred . This team represents a diverse range of market participants—including issuers, borrowers, hedge funds, credit funds, banks, and underwriters—in structuring innovative asset finance and securitization transactions.
Travel Labor and Delivery Registered Nurse - $2,697 per week ARMStaffingTravel Labor and Delivery Registered Nurse - $2,697 per weekMullica Hill, NJARMStaffing is hiring experienced and compassionate Labor & Delivery (L&D) Registered Nurses (RNs) for travel and local assignments at top hospitals across the country. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
NewTravel Emergency Room Registered Nurse - $2,211 per week ARMStaffingTravel Emergency Room Registered Nurse - $2,211 per weekMullica Hill, NJWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel CVOR Registered Nurse - $3,009 per week ARMStaffingTravel CVOR Registered Nurse - $3,009 per weekReading, PAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel ICU Registered Nurse - $2,227 per week ARMStaffingTravel ICU Registered Nurse - $2,227 per weekPhiladelphia, PAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel ICU Registered Nurse - $2,241 per week ARMStaffingTravel ICU Registered Nurse - $2,241 per weekPhiladelphia, PAAllied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
Travel NICU Registered Nurse - $2,110 per week ARMStaffingTravel NICU Registered Nurse - $2,110 per weekPhiladelphia, PAThe Temple NICU is a Level 3 NICU unit specializing in the care of sick neonates utilizing a variety of ventilatory support methods, including conventional ventilators, high-frequency jet ventilators, high-frequency oscillators, CPAP, high flow nasal cannulas, and nitric oxide. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
Internal Audit Associate, Asset Management Page GroupInternal Audit Associate, Asset ManagementPhiladelphia, PA$100,000–$135,000 / yearFull timeThis position participates in local and global audits of the firm's Investment Management business, while supporting other Internal Audit activities including risk assessment, issue remediation validation, and continuous monitoring. Contribute to ongoing risk monitoring efforts by assessing key performance indicators, analyzing internal and external information sources, and highlighting developments that may affect the organization's risk landscape.
NewTravel CVOR Registered Nurse - $3,143 per week ARMStaffingTravel CVOR Registered Nurse - $3,143 per weekPhiladelphia, PAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. We are seeking a skilled and experienced Cardiovascular Operating Room Registered Nurse with robust clinical knowledge in scrubbing and circulating for all types of cardiovascular operational procedures.
Non Registered Client Associate CitadelNon Registered Client AssociateWest Chester, PAIn this role, the ideal candidate will assist one or more Financial Advisor'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, and provides overall customer service support to clients. Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members.
Registered Client Associate CitadelRegistered Client AssociateWest Chester, PAMailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.). This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
Non Registered Client Associate Citadel Federal Credit UnionNon Registered Client AssociateWest Chester, PAIn this role, the ideal candidate will assist one or more Financial Advisor'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, and provides overall customer service support to clients. Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members.
Registered Client Associate Citadel Federal Credit UnionRegistered Client AssociateWest Chester, PAMailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.). This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
Client Associate Wells Fargo & CoClient AssociateWayne, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Client Associate - Financial Services SUMMIT FINANCIAL GROUP INCClient Associate - Financial ServicesPerkasie, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateWilmington, DEAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.