Location: CT, PA or Remote Job Summary: NewEdge Wealth (NEW) is a leading wealth management organization focused on leveraging best-in-class technology solutions while combining world class investment capabilities with superior client service. NEW is expert in serving...
Location: New Orleans, LA Job Summary Goss Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established...
Location: Pittsburgh, PA Job Summary: The Account Services Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers...
Job Summary The Receptionist is responsible for establishing positive first impressions with clients, vendors, and visitors to the office. The receptionist will greet clients, manage conference room schedules, process mail, and assist the Wealth Management Division in...
Job Summary: The Director of Account Management is responsible for leading a team of Account Managers in the administration of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving efficiencies, resolving...
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