Private Wealth Management Client Associate
3 weeks ago
Job Description: Do you have the following skills, experience and drive to succeed in this role Find out below. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, 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 FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5
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Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
2 weeks ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
1 month ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob Title: Client Service Associate, Private WealthThe Coury Firm is a leading multi-family office, asset management, and strategic business advisory firm serving ultra-high-net-worth individuals, families, and their business interests.Role OverviewThe Client Service Associate will be an integral part of our Private Wealth division, supporting and...
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Client Service Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
2 weeks ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
2 days ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
3 days ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Service Associate, Private Wealth
2 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob Title: Client Service Associate, Private WealthThe Coury Firm is a leading multi-family office, asset management, and strategic business advisory firm serving ultra-high-net-worth individuals, families, and their business interests. We are seeking a highly skilled Client Service Associate to join our Private Wealth division.Key Responsibilities:Support...
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Private Wealth Management Client Associate
3 weeks ago
Pittsburgh, United States Bank of America Full timeJob Description:At Bank of America, we're committed to helping our clients achieve their financial goals. As a Private Wealth Management Client Associate, you'll play a critical role in providing exceptional client service and support to our Financial Advisors.Key Responsibilities:Provide timely and accurate client materials, ensuring seamless communication...
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Wealth Management Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full time{"h1": "Wealth Planner Role at The Coury Firm", "p": "The Coury Firm's Private Wealth division is seeking a skilled Wealth Planner to support our Wealth Advisors in delivering exceptional client service and wealth management solutions. As a key member of our team, you will be responsible for coordinating and driving the delivery of wealth management and...
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Client Service Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeAbout The Coury FirmThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests.Job OverviewThe Client Service Associate will be an integral part of The Coury Firm's Private Wealth division, supporting and...
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Wealth Management Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob SummaryThe Coury Firm is seeking a highly skilled Wealth Planner to join its Private Wealth division. As a key member of the team, you will be responsible for supporting Wealth Advisors on all aspects of client relationships, including workflow management and execution.Key ResponsibilitiesCoordinate and drive the delivery of wealth management and...
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Wealth Associate
1 week ago
Pittsburgh, United States Confluence Financial Partners Full timeReports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...
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Wealth Associate
1 week ago
Pittsburgh, United States Confluence Financial Partners Full timeReports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...
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Wealth Associate
7 days ago
Pittsburgh, United States Confluence Financial Partners Full timeReports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...
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Wealth Associate
1 day ago
Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full timeAbout the RoleWe are seeking a highly motivated and organized Wealth Associate to join our team at Confluence Financial Partners. As a Wealth Associate, you will play a critical role in supporting the Wealth Planning and Investment departments in designing wealth plans and performing essential functions within the Investment department.The ideal candidate...
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Wealth Strategist
1 week ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax, trust, estate, and financial planning issues.Key ResponsibilitiesResearch and provide solutions to...
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Wealth Strategist
2 weeks ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Strategist to join our team at JFS Wealth Advisors LLC. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on complex financial planning and tax-related issues.Key ResponsibilitiesResearch and provide solutions to client planning and...