Financial Investments Services Associate Jobs in Philadelphia

Tax Associate - Fall 2021 Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various ..

Management Associate: Wealth Advisory Duties: Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of RM team. Respond to client requests or proactively identify potential ..

Assistant General Counsel - Servicing and Operations/Cards Duties: Provide legal support to the Cards business of group, supporting Performing Servicing and Operations. Will be part of a legal team, consisting of ..

Tax Analyst III Duties: Provide tax and legal expertise for our software products. Research and interpret tax and case law, statutes, regulations, and legislation and determine how it impacts Vertex products. ..

Tax Senior Associate - State & Local Tax - Income & Franchise Tax Responsibilities: Interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise; providing primary and secondary ..

... delivery of fiduciary and agency services, including personal trust administration, tax ... standards for company’s Personal Trust Services organization. The Chief Fiduciary Officer ... Managing Director – Personal Trust..

Head of Claims Vendor Management & Litigation The candidate will manage efficient due diligence, contract and service delivery expectations, and on-boarding of vendor partners for Claims. Proactively review, assess and maintain ..

Compliance Attorney Duties: Develops, initiates, maintains, and revises policies and procedures for the general operation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct. Develops ..

Compliance Officer - Consumer Products The candidate serves as a consumer products Compliance Officer for Independent Compliance Risk Management (ICRM) responsible for supporting Citibank’s Digital Business teams with internal strategies, policies, ..

A law firm seeks an experienced Corporate Attorney with a strong entrepreneurial focus to join its team in a dynamic business law practice. The ideal candidate will have at least five ..

VP, Assistant General Counsel - US Wealth Management, Insurance The candidate will be a member of the US Wealth Management Legal team that is responsible for supporting annuities and life insurance, ..

Job OverviewA law firm seeks an Associate with 2-5 years of experience to join the real estate finance group within the Finance Department in Philadelphia, Pennsylvania. The ideal candidate will have ..

Compliance Officer - Consumer Products The candidate will be responsible for: Providing credible Compliance challenge to the design, development, delivery and maintenance of business programs, practices and functionality in the digital ..

Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..

Tax Manager - State & Local Tax - Income & Franchise Tax Duties: Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects ..

Claims Manager - Public Entity, Financial and Professional Duties: Manage and provide proactive claim-handling direction to team members with respect to investigation, assessment, reserving, expense / vendor management, and settlement in ..

... OverviewA law firm seeks a Financial Services Associate in Philadelphia, PA. The ideal ... securities laws to join their Financial Services group. The team advises a ... from small..

Senior Operational Risk Manager – SVP – Product Governance – Consumer Products The candidate will be responsible for Operational Risk oversight of Product Governance – New Products introduction and change to ..

Senior Litigation Counsel The candidate will work with a team of other lawyers in the PNC Legal Department who manage litigation matters for the Retail Lending Services division of PNC Bank, ..

Wealth Client Administrator III The candidate works with Private Client Advisors and Private Bankers in generating new sales through client acquisition and expansion of existing clients by providing Wealth Management solutions ..

Private Wealth Services (PWS) Managing Director The candidate will effectively manage existing client relationships to enhance client satisfaction. Will identify and capitalize on opportunities to sell services to existing and potential ..

Head of Complex Claims Duties: Manage and provide proactive claim-handling direction to Complex Claim team members with respect to investigation, assessment, reserving, expense / vendor management, and settlement in accordance with ..

In-House General Counsel The candidate manages the legal affairs of the various service lines of Company. ..