Pcg Client Associate Job in Pittsburgh, Pennsylvania US

Pcg Client AssociateProvides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for Read more […]

November 1, 2008 • Tags: , • Posted in: General • Comments Off on Pcg Client Associate Job in Pittsburgh, Pennsylvania US