Client Services Associate

We are committed to providing top-tier financial services to our clients, and we believe that our success starts with exceptional talent. We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic Wealth Management team in Pittsburgh. This role is your gateway into the exciting world of Wealth Management, offering...

COMPANY 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 $4.5 billion in client net worth. REPORTS TO The ...

Job OverviewThis role is primarily responsible for assisting Private Bankers and Team Leaders in maintaining and servicing high net worth clients. The incumbent provides exceptional service, adheres to procedures, and ensures regulatory compliance.

Job Type Full-time Description Join us as a Client Service Specialist and be a part of a collaborative and client-focused team that aims to exceed expectations and drive positive client experiences at LINQ Services. This position is based out of a LINQ office in either Baltimore or Pittsburgh, working at least three days in office a week. The Client...

Job Title: Client Services – Wealth ManagementWe are seeking a detail-oriented and highly organized Client Services Associate to assist multiple Operations teams that support Investment Management, banking, and loan products throughout the life of an account. This role will be integral in supporting client-facing teams nationwide with cash disbursements...

Job Title: Client Services – Wealth Management We are seeking a detail-oriented and highly organized Client Services Associate to assist multiple Operations teams that support Investment Management, banking, and loan products throughout the life of an account. This role will be integral in supporting client-facing teams nationwide with cash...

Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care...

Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. ResponsibilitiesAssist multiple Operations teams who...

Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week.Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level.Responsibilities Assist multiple Operations teams who...

Who we are…At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life now and in the future. We are a specialized Wealth Management Firm serving retirees, business owners, executives, and their families. Carson Wealth Pittsburgh is an owner-owned firm with an experienced team of CFP's, CFA's, CPAs, and...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Job DescriptionEast End Veterinary Medical Centre located in Shadyside is looking to expand our reception staff. Our multi-doctor, busy practice is looking for a full-time high energy individual who is great at multi-tasking and staying organized. Much of the job requires communicating with clients so excellent customer service skills are a must. The...

Job DescriptionEast End Veterinary Medical Centre located in Shadyside is looking to expand our reception staff. Our multi-doctor, busy practice is looking for a full-time high energy individual who is great at multi-tasking and staying organized. Much of the job requires communicating with clients so excellent customer service skills are a must. The...

Job DescriptionEast End Veterinary Medical Centre located in Shadyside is looking to expand our reception staff. Our multi-doctor, busy practice is looking for a full-time high energy individual who is great at multi-tasking and staying organized. Much of the job requires communicating with clients so excellent customer service skills are a must. The...

CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...

Company Overview FOREVER is the world's only complete permanent and trustworthy memory-keeping platform on the internet.FOREVER provides a suite of applications for web, desktop, and mobile to help families save, organize, and share all their memories.FOREVER offers guaranteed cloud storage for preserving and sharing photos, videos, and documents, online and...

Company Overview FOREVER is the world's only complete permanent and trustworthy memory-keeping platform on the internet. FOREVER provides a suite of applications for web, desktop, and mobile to help families save, organize, and share all their memories. FOREVER offers guaranteed cloud storage for preserving and sharing photos, videos, and documents, online...

Job Description Job Description Are you a motivated leader with a passion for client service, team development, and process improvement? Signature Wealth, a leading independent financial planning and wealth management firm, is seeking a Client Services Manager to join our dynamic team.At Signature Wealth, we pride ourselves on our collaborative,...