UNKNOWN

FEED

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

YEAR

Keybank National Association

Key Private Bank Senior Relationship Manager

ea_via_bold

FULL_TIME

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

Non Registered - Client Service Associate

[AW]-iCims

Client Service Associate

Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.

Bank of America

Senior Business Banking Relationship Manager - Pittsburgh, PA

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. Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team.

Morgan Stanley

Registered Client Relationship Analyst

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

You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisors book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.

Citizens Financial Group Inc

CSI Investment Assistant II- Pittsburgh, PA

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. 2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents.

The Bank of New York Mellon Corp

Senior Specialist, Fiduciary

Engage in our summer leadership program for insightful panel discussions, virtual conferences, and gain firsthand knowledge from HBK subject matter experts across their extensive network. Explore the diverse financial services provided by HBK, including audit and assurance, tax advisory, accounting, wealth management, and business valuation.

Hill, Barth & King

REVEAL 2027 - Midwest Region - Leadership Conference

Required Education and Experience : Working toward bachelor’s degree, Preferred business relevant majors (e.g., Finance, Economics, Marketing, Math, Statistics, Management, Communications, Business Law, Psychology,, Actuarial Sciences), junior status, Minimum GPA 3.2. Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years.

PNC Bank

Asset Management Group Undergraduate Intern

Required Education and Experience: Working toward bachelor's degree, Preferred business relevant majors (e.g., Finance, Economics, Marketing, Math, Statistics, Management, Communications, Business Law, Psychology,, Actuarial Sciences), junior status, Minimum GPA 3.2. Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years.

The PNC Financial Services Group Inc

As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. The Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group.

The right direction can take you places in life. 
 The right bank can be your compass &mdash; especially when you look Northwest to discover a 115-year-old community bank with 167 locations in four states.
 A bank where people really do make the difference. 
 At Northwest Savings Bank, we are local bankers making local decisions, committed to the communities we serve, and dedicated to the satisfaction and success of our friends and neighbors. 
 Every day, Northwest Savings Bank can take you where you want to go with best in class products and services for you and your business &mdash; including checking, Online banking, online bill pay, over 43,000 ATMs, and so much more. 
 Wherever you’re going in life &mdash; a dream home, a college education for the kids, a comfortable retirement, or just a better future &mdash; Northwest can take you there.

Wealth Advisor Jobs in Pittsburgh, PA

Key Private Bank Senior Relationship Manager Keybank National Association

Non Registered - Client Service Associate Stifel

Client Service Associate Stifel

Senior Business Banking Relationship Manager - Pittsburgh, PA Bank of America

Registered Client Relationship Analyst Morgan Stanley

Consulting Group Analyst Morgan Stanley

CSI Investment Assistant II- Pittsburgh, PA Citizens Financial Group Inc

Senior Specialist, Fiduciary The Bank of New York Mellon Corp

REVEAL 2027 - Midwest Region - Leadership Conference Hill, Barth & King

Asset Management Group Undergraduate Intern PNC Bank

Asset Management Group Undergraduate Intern The PNC Financial Services Group Inc

Executive Director, Private Banking Northwest Bancorp, Inc.

Similar Job Searches

See More Jobs

Stand out to leading employers.