Pittsburgh, Pennsylvania, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Antis Township, Pennsylvania, United States · On-site
Address We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challe…
Skills: Report Review, Document Verification, Banking Operations, Microsoft Windows 10, Microsoft Office Suite
Antis Township, Pennsylvania, United States · On-site
Address We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challe…
Skills: Account Research, Data Entry, Confidentiality, Problem Solving, Microsoft Office Suite
Philadelphia, Pennsylvania, United States · On-site
$200k–$260k/yr
Job Title: Client Portfolio Manager Corporate Title: Executive Director Department: Equities Location: Overland Park, KS or Philadelphia, PA The pay range for this position at commencement of employment is expected to be…
Skills: Client Portfolio Management, Investment Strategy, Capital Markets Acumen, Client Engagement, Financial Communication
Altoona, Pennsylvania, United States · On-site
$21/hr–$29/hr
Position Summary... What you'll do... Assists management with the supervision of associates in assigned area of responsibility by assigning duties to associates communicating goals and feedback training associates on pro…
Skills: Team Leadership, Customer Service, Retail Operations, Staff Supervision, Membership Sales
Longswamp Township, Pennsylvania, United States · On-site
$77k–$123k/yr
Job Description: Introduction At EverTrue, team members at all levels find their calling in our mission of Older Adults Living Life to the Fullest. In this work environment, all team members are part of a community and a…
Skills: Fundraising, Donor Retention, Campaign Management, Relationship Building, Annual Giving Programs
King of Prussia, Pennsylvania, United States · On-site
Responsibilities: Implementation of CSL Commercial Contracts: Including contract set-up, pricing, membership management, and communications.Lead the development and execution of price increase communications, including d…
Skills: Model N, Contract Analytics, Excel, Vlookups, Pivot Tables
Philadelphia, Pennsylvania, United States · On-site
Responsible for the research, communication and analysis required for accurate and timely accounting and financial reporting for Temple University Hospital System and its members. The individual in this position provides…
Skills: Financial Reporting, Accounting Analysis, Inventory Management, Budgeting, Communication
Pittsburgh, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Book Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance
Dallas, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Management, Financial Planning, Customer Service, Credit Strategies, Digital Adoption
Harrisburg, Pennsylvania, United States · On-site
$20/hr–$34/hr
Overview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appro…
Skills: Relationship Management, Retail Sales, Customer Service, Risk Management, KYC
Elizabethtown, Pennsylvania, United States · On-site
$18/hr–$26/hr
Overview: Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accura…
Skills: Customer Service, Cash Handling, Data Entry, Digital Engagement, Lobby Management
Gibsonia, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Berwyn, Pennsylvania, United States · On-site
$115k–$198k/yr
Who we are looking forThe position will support and maintain the production trading of multiple clients. The position will interface daily with the client’s Front Office Trade Management desk staff and act as a subject m…
Skills: Front Office Trading Support, SQL, Python, VBA, Macro
Philadelphia, Pennsylvania, United States · Hybrid
As a Senior Regulatory Compliance Analyst reporting to the AVP – Regulatory Compliance, you'll play a critical role in monitoring market activity, ensuring regulatory compliance, and maintaining fair and orderly markets …
Skills: Market Surveillance, Regulatory Compliance, Financial Analysis, Research, AI Agents
Pittsburgh, Pennsylvania, United States · On-site
Primary Office Location:1940 Murray Avenue. Pittsburgh, Pennsylvania. 15217. Join our team. Make a difference - for us and for your future. Position Title: Assistant Branch Manager Business Unit: Retail Reports to: Varie…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Philadelphia, Pennsylvania, United States · On-site
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our busin…
Skills: Wealth Management, Estate Planning, Financial Planning, eMoney, Excel
Topton, Pennsylvania, United States · On-site
$77k–$123k/yr
Job Description: Introduction At EverTrue, team members at all levels find their calling in our mission of Older Adults Living Life to the Fullest. In this work environment, all team members are part of a community and a…
Skills: Fundraising, Donor Retention, Campaign Management, Relationship Building, Annual Giving Programs
Pittsburgh, Pennsylvania, United States · On-site
TREK Development Group is a Pittsburgh- based real estate development firm specializing in building innovative and sustainable communities. Our mission is to Create Value, Strengthen Community and Enhance Lives. At TREK,…
Skills: Property Management, Financial Budgeting, Team Supervision, Leasing Strategies, Performance Management
Pittsburgh, Pennsylvania, United States · On-site
Job Description The Senior Business Analyst supports Aramark Sports + Entertainment venues in the Pittsburgh district by delivering high-quality insights that drive smarter decisions and enhance business outcomes. This r…
Skills: Quantitative Analysis, Data Visualization, SQL, Python, R
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence by aligning practices with bank policies and promoting banking offerings to deepen client relationships.
Requires a high school diploma and a client-centric mindset with the ability to adapt to new technology platforms. Preferred qualifications include FINRA certifications (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
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.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 1468 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$168k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,361 open finance & accounting positions in Pennsylvania listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include PNC, BNY, Vanguard, First National Bank of Pennsylvania, Truist, among others. Browse the listings above to see every active employer.
Yes — 1967 of the 5361 open finance & accounting positions offer remote or hybrid work (602 remote, 1365 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
