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Wealth Management Client Associate
State College or Bridgeport or Pittsburgh or Upper Saint Clair
OnsiteFull Time
Client service support for Financial Advisors; strong customer focus, attention to detail, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; high school diploma/GED required; SIE/Series 7/66 preferred; ability to work in-office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Wealth Management Client Associate
Bridgeport or State College or Pittsburgh or Upper Saint Clair
OnsiteFull Time
Must obtain SIE, Series 7 and Series 66 (or 63/65), strong client service and industry knowledge, proficiency with Microsoft Office and Salesforce, high school diploma/GED.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Social Services Worker (6956)
Morgantown, West Virginia, United States
$14-$14/hr OnsiteFull Time
1+ YOEInterview clients to determine eligibility for food, lodging, clothing, furniture, and financial assistance; prepare and maintain client records; refer clients to community agencies; one year social service experience and Associates in Human Services required.