Client Services & Financial Planning Associate
Vance Airscoop
Vance Airscoop in Sewickley, PA is looking for a Client Service Associate to join their team. This role is crucial in providing exceptional service to clients, executing service requests, and supporting the investment advisors. Ideal candidates will have a Bachelor's degree or 5+ years of relevant experience, with strong organizational skills and the ability to thrive in a fast-paced environment. The company offers a full-time salaried position with various benefits. #J-18808-Ljbffr Vance Airscoop
$18.75 - $25 per hour
...Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems... ...Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...SuggestedHourly payWork experience placementShift workDay shift- ...modeling, case design, scenario building, and plan and presentation development.... ...Support Lead Advisor with analysis, client service, and technical assistance Learn the technical... ...independently Manage data and plans in financial planning software Responsible for...Suggested
$19.23 - $28.37 per hour
...communities. FWA's split their time between client servicing and transaction support (70% of time),... ...and solutions to assist in client's financial wellness, both in person and through... ...overall financial health through education, planning, and tailored financial strategies....SuggestedHourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 122 Shiloh Street - Pittsburgh, Pennsylvania 15... ...communities. FWA's split their time between client servicing and transaction support (70% of time),... ...financial health through education, planning, and tailored financial strategies....SuggestedHourly payWork experience placementWork at officeDay shift- ...Management Program provides guidance to our clients in the pursuit of their financial goals and to give exceptional client service that goes above and beyond their... ...High school education or equivalent required, associate's degree in business preferred. Working...SuggestedFull timePart timeWork at officeImmediate start
- ...on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...underwriting support for Private Client Services and Consumer Lending. Assist team in performing financial analysis and risk rating... ...Officer in managing the risk associated with the distribution of bank... ...weaknesses Support tactical plans by assisting Special Assets...
- A financial institution in Coraopolis is seeking Citizens Bankers committed to building customer relationships and providing financial solutions... .... Ideal candidates have at least 2 years of sales and customer service experience, a high school diploma, and a knack for relationship...
- HBK Sorce Financial LLC is hiring an Advisor Associate in Warrendale to provide world-class client service and support their wealth advisory practice. The ideal candidate will supervise... ...and assist in comprehensive financial plans. The position requires a Bachelor’s...Flexible hours
- First National Bank Of Pennsylvania is seeking an entry-level position focused on consumer banking transactions, account servicing, and lending in Sewickley, PA. The role involves promoting sales, servicing customer needs, and supporting product sales. The ideal candidate...
- ...Service Advisor Location: Pittsburgh, PA Not... ...you love working with clients, building relationships... ...people achieve their financial goalsbut have little interest... ...who enjoys financial planning, relationship... ...currently an advisor, associate advisor, financial planner...
- ...in Ambridge is looking for a Customer Experience Banker. As a Financial Concierge, you will help customers achieve their financial goals... ...them on banking products. This role requires excellent customer service skills and a proactive approach to sales. Applicants should...Remote job
- ...Beaver County, to enhance customer relationships. This role involves empowering customers by identifying financial needs and educating them on bank products and services. Candidates should have a High School Diploma or GED, with customer service experience preferred. The...
- KeyCorp in Wexford, Pennsylvania, is seeking a Financial Wellness Advisor (FWA) who serves as a trusted partner in financial services for clients. This hybrid role emphasizes client relationship management and involves both direct client servicing and strategic support...
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...all of the risks associated with their business objectives... ...and stock purchase plans; dependent care...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$56k - $83k
...issues, and documenting procedures. The ideal candidate will have a minimum of two years IT experience and a background in customer service. Knowledge of Microsoft Office and Active Directory is preferred. The position offers an annual salary range of $56,000 - $83,000....Work at office- ...Air Force. The ideal candidate will have extensive knowledge of cybersecurity principles and a Bachelor’s degree in a related field. Benefits include competitive compensation, generous paid time off, medical, dental, vision, and a 401k plan. #J-18808-Ljbffr Telos Corp.
- ...Financial Advisor Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed... ...(e.g., retirement and estate planning, funding for college, and general...Temporary work
- ...maintenance, etc. Mission Assurance Analysts are service retained, wing-level mission‑assurance... ..., mapping, and developing a defense plan to safeguard MRT‑C. Maintain databases to... ...Analysis in Cyberspace processes and associated mapping and defense of Mission‑Relevant Terrain...Full timeLocal areaImmediate start
- KeyBank is looking for a Financial Wellness Advisor in Wexford, Pennsylvania, who will engage clients to provide financial guidance and solutions. The Advisor will work both in client servicing and transaction support to enhance financial wellness within the community....
- Kestra Financial is looking for a Support Advisor in Sewickley, PA, to provide... ...gathering, scenario building, and client meeting preparation. Candidates should... ...of experience in the financial services industry. Skills in financial planning software, strong communication,...
- ...history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the... ...development, documentation, and deployment of process improvement plans Support business case development to explore automation of existing...Work at officeLocal areaRemote workFlexible hours
- ...Spending Accounts Retirement Savings Plans with Company Match/Contributions Education... .... The ideal candidate brings strong financial analysis skills, sound judgement, attention... ...Serve as a key partner to Sales, Customer Service, Legal, and operations teams to resolve...Local areaWorldwideFlexible hours
- ...a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point... ...assistance. Key responsibilities include processing various financial transactions, such as deposits, withdrawals, and loan payments,...Full timePart timeImmediate startShift work
- ...our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions... ...problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL...Part timeWork experience placementWork at officeWeekend workAfternoon shift
- ...at improving customer financial wellbeing and creating... ...managing all of the risks associated with their business... ...Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities... ...and stock purchase plans; back-up child/elder care...Part timeWork experience placementWork at officeShift work
$17.5 - $19.39 per hour
...over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on... ...OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees...Flexible hoursShift work$20 per hour
...Financial Services Representative Your mission be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller...Hourly payImmediate startMonday to Friday- ...Federal Credit Union in Coraopolis is seeking a dedicated individual to join our team as a member service representative. In this role, you will educate members on financial products, assist with accounts and transactions, and build lasting relationships. We're looking...
- ...Wealth Planning Associate Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared... ...delivering comprehensive financial planning to clients. This... ..., and ongoing client service. What You'll Do: Assist...Work at office
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