Client Service Associate

Beacon Hill; Pittsburgh (Allegheny County); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive wages

Increased earning potential

Room for growth from within

Job summary

A financial services firm is seeking a Client Service Associate to support financial advisors and manage client account operations. The ideal candidate has over 5 years of experience and a proven ability to thrive in fast-paced environments. Responsibilities include onboarding clients, managing documentation, and coordinating events. Competitive salary range is $70,000 to $95,000 per year.

Qualifications

• 5+ years of experience as a Client Service Associate at a financial services company.
• Ability to thrive in a fast-paced environment while juggling multiple priorities.

Responsibilities

• Provide high level administrative support to a team of financial advisors.
• Onboard and maintain new client accounts, optimizing operational efficiencies.
• Enter client calls and manage all related documentation for completed deals.
• Communicate with clients while maintaining a high level of professionalism.
• Coordinate thank-you notes and assist in planning advisor-client events.
• Support team's business development efforts by maintaining marketing materials.

Skills

Administrative Support

Client Relationship Management

Multi-Tasking

Job description

Overview

We are seeking a skilled and professional Client Service Associate to support financial advisors and manage back-end client account operations. This person will work behind the scenes and help deliver exceptional service to clients. This firm offers competitive wages, increased earning potential, and room for growth from within!

Base pay range

$70,000.00/yr - $95,000.00/yr

Responsibilities

• Provide high level administrative support to a team of financial advisors
• Onboard and maintain new client accounts, optimizing operational efficiencies
• Enter client calls and manage all related documentation for completed deals
• Communicate with clients while maintaining a high level of professionalism
• Coordinate thank-you notes and assist in planning advisor-client events
• Support team\'s business development efforts by maintaining marketing materials

Qualifications

• 5+ years of experience as a Client Service Associate at a financial services company
• Ability to thrive in a fast-paced environment while juggling multiple priorities

Ready to support top-tier advisors and deliver premium client service? Apply now!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.