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Investedge Jobs in Havertown, PA

Company ProfileInvestEdge is a leading provider of wealth management solutions to banks, trust companies, brokerage firms, and financial advisors. At InvestEdge we combine...
Location One Belmont Ave, Suite 200, Bala Cynwyd, PA 19004 Reports To Performance Manager Department Client Services Company Profile InvestEdge is a leading provider of...
Responsibilities Development responsibilities include Provide application support to maintain high customer satisfaction levels Provide deployment support during application...
Analyze results and make any manual adjustments as needed based on research of preliminary outliers Qualifications: Entry level to five years of progressive performance...
Qualifications: Bachelor's degree 7 years of experience in the investment industry Establish a recurring meeting (such as weekly) to communicate statuses to the client This...
Additional Qualifications Include: 5 years experience in the Investment Management and/or Wealth Management Investment industry 3-5 years experience in a client facing...