REGISTERED PRIVATE CLIENT ASSISTANT (Pittsburgh, PA) MAJOR RESPONSIBILITIES: Work independently with all home office departments to service the clients' requests. Assist FAs in the ongoing development and maintenance of effective client relationships. Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert respective FA and/or Branch Management as necessary. Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train other Private Client Assistants. Compose effective client...read more

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