- Citizens (Pittsburgh, PA)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- KeyBank (Pittsburgh, PA)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more
- Bank of America (Scranton, PA)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 2+ years of experience working in a client service capacity **Skills:** + Conflict Management… more
- Metro One Loss Prevention Services Group (Pittsburgh, PA)
- Job Description Have a passion for service ? Ready to build a career, not just find another job? Metro One Loss Prevention Services Group has the opportunity ... we are reshaping the security industry with a dynamic, service -driven approach. We are proud to provide top-tier security...are proud to provide top-tier security and loss prevention services to our valued clients and we're growing fast!… more
- Insight Global (Pittsburgh, PA)
- …a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client ... EST. Some main responsibilities may include: * Act as client service point of contact for daily...to chase down answers and find solutions for their client * Financial Services Experience… more
- Bank of America (King Of Prussia, PA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages...Has at least one year experience working in the financial service industry and/or a sales environment… more
- PNC (Branch, PA)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- Bank of America (Pittsburgh, PA)
- …full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- CVS Health (Harrisburg, PA)
- …deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related ... formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This...team will position CVS Health as a leader in client satisfaction and service in the PBM… more
- Vanguard (Malvern, PA)
- …+ Two years experience in client relationship management or customer service preferred. Experience within Financial Services industry preferred. + ... disciplined investment approach. + Develops a comprehensive understanding of client financial situations through consultative conversations and uncovering… more