Client Service Associate (CT, Stamford)

Job Summary: The Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth.  As a Client Service Associate, you will interface with clients and...

FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity

Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023  PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors, advisors and administrators effectively...

Client Service Analyst (CT, Stamford)

Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting,...

Client Service Analyst (CT, Stamford)

Job Summary: The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients...

Director Information Security (PA, Pittsburgh)

Job Summary: The Director of Information Security with EdgeCo Holdings, reporting to the company’s Chief Information Officer, is a critical role, responsible for establishing, implementing, monitoring and enforcing a corporate-wide information security management...