UNKNOWN

FEED

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America Corp

Registered Private Wealth Client Associate

linkup_via_bold

Provide executive leadership for mission support resources and services, partnering with Program senior leadership and other stakeholders to align these services with program needs and enable safe, high-quality, accessible, efficient, scalable, and impactful program delivery and workplace operations. The Wounded Warrior Project (WWP) Vice President of Infrastructure & Operational Support Services provides executive leadership for the infrastructure and operational support capabilities that enable WWP teams to deliver meaningful experiences and support to warriors, families, and supporters.

YEAR

Wounded Warrior Project, Inc.

Vice President - Infrastructure & Operational Support Services

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

Edward D Jones & Co LP

Registered Branch Associate

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. A proven ability to develop and execute on a strategic business plan, including: Effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders within a team-based environment.

Invesco Ltd

Market Leader RIA

Have a passion for teaming and contribute to the development of the Deloitte Global Finance team through learning initiatives and knowledge share sessions, networking events, and other areas aimed at building our global footprint and strengthening our Deloitte Global Finance brand. This position within Deloitte Global Finance includes management of the general ledger team and accounting process, oversee coordination of deliverables for the financial statements and audit, and working with business leads to ensure compliance with Global accounting policies and procedures.

Deloitte Touche Tohmatsu Ltd

Accounting Manager, Deloitte Global Finance

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Profit Formula 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.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Client Associate

Reporting to the Vice President & Chief Counsel, Innovation and Technology, this role serves as a senior legal advisor to technology leadership, business executives, and cross-functional stakeholders on intellectual property strategy, portfolio management, technology transactions, innovation protection, commercialization, and risk management. Serve as a trusted advisor to the Chief Legal Officer and senior legal leadership team, Chief Technology Officer, business presidents, and senior business leadership and engineering leadership, regarding intellectual property and technology-related legal matters.

Eaton is a power management company with 2016 sales of $19.7 billion. We provide energy-efficient solutions that help our customers effectively manage electrical, hydraulic and mechanical power more efficiently, safely and sustainably. Eaton is dedicated to improving the quality of life and the environment through the use of power management technologies and services. Eaton has approximately 95,000 employees and sells products to customers in more than 175 countries. For more information, visit <a href="http://www.eaton.com/Eaton/index.htm" target="_blank">Eaton.com.</a>

Eaton Corporation Plc

Assistant Chief IP Counsel

FULL_TIME

OTHER

Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

JPMorgan Chase Bank, N.A.

Private Client Banker, NE Pittsburgh Market

equestftpin

Ability to provide advice to operations and sales personnel regarding applicable law, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) and Treasury regulations, potential prohibited transactions and available exemptions. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

PNC Bank

Senior Counsel IRA and Retirement

sourcestack_via_bold

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.

Client Service Associate

Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Wells Fargo Bank

Senior Client Associate

ea_via_bold

Experience in banking or financial services technology risk management, including IT governance, IT audit, regulatory examinations, information security governance, third-party technology risk management, policy administration, cloud and SaaS governance, and emerging technology risk management (including artificial intelligence and automation). However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

S&T Bank

IT Risk and Governance Manager

The PNC Financial Services Group Inc

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Consulting Group Analyst

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

[AW]-iCims

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams.

Focus Financial Partners

Portfolio Trading Specialist

Serve as an executive authority on product data strategy in client engagements - advising CDOs, CTOs, and C-suite stakeholders on the data investments required to compete in AI-mediated commerce and translating strategy into board-ready business cases. Advise clients on the multi-year product data investment sequence required to move from GEO-readiness to full agentic commerce protocol compliance, helping leadership connect near-term data investments to long-term competitive positioning.

Investment Advisor Jobs in Pittsburgh, PA

Registered Private Wealth Client Associate Bank of America Corp

Vice President - Infrastructure & Operational Support Services Wounded Warrior Project, Inc.

Registered Branch Associate Edward D Jones & Co LP

Registered Client Relationship Analyst Morgan Stanley

Market Leader RIA Invesco Ltd

Accounting Manager, Deloitte Global Finance Deloitte Touche Tohmatsu Ltd

Client Associate Wells Fargo & Co

Assistant Chief IP Counsel Eaton Corporation Plc

Private Client Banker, NE Pittsburgh Market JPMorgan Chase Bank, N.A.

Senior Counsel IRA and Retirement PNC Bank

Client Service Associate PNC Bank

Senior Client Associate Wells Fargo Bank

IT Risk and Governance Manager S&T Bank

Senior Counsel IRA and Retirement The PNC Financial Services Group Inc

Client Service Associate The PNC Financial Services Group Inc

Consulting Group Analyst Morgan Stanley

Client Service Associate Stifel

Client Service Associate Stifel Financial Corp

Portfolio Trading Specialist Focus Financial Partners

Product Data & Agentic Commerce Senior Manager Accenture Plc

Similar Job Searches

See More Jobs

Stand out to leading employers.