Client Service Associate

Masis Professional Group; Pittsburgh (Allegheny County); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Opportunity for growth

Job summary

A growing boutique RIA firm in Pittsburgh is seeking an experienced Client Service Associate. This role involves supporting the Advisor team and interacting frequently with high-net-worth clients. Responsibilities include administrative support, client communications, and managing schedules. Ideal candidates have an Associate degree and strong computer skills, including Microsoft Office and CRM experience. The firm offers a competitive salary of $65,000 - $75,000 annually along with performance-based bonus opportunities and growth within the organization.

Qualifications

• Experience in a fast-paced environment with competing priorities.
• Ability to take initiative and manage time effectively.
• Strong communication skills and a professional demeanor.

Responsibilities

• Provide administrative and operational support to the Advisor team.
• Serve as a point of contact for client communications.
• Conduct research and assist with preparing reports and presentations.
• Process client transactions and account maintenance requests.
• Manage calendars, schedule meetings, and maintain client records.

Skills

Initiative

Time Management

Strong Communication Skills

Attention to Detail

Computer Proficiency

Education

Associate degree in Business, Communications, Marketing, or related field

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce or other CRM experience

Job description

Our growing boutique RIA firm in Pittsburgh, PA is seeking an experienced professional to support the Advisor team. The position involves frequent interaction with high-net-worth clients and requires discretion, professionalism, and a proactive approach to supporting both clients and advisors.

Client Service Associate – Responsibilities

• Provide administrative and operational support to the Advisor team to ensure efficient day-to-day operations
• Serve as a point of contact for client communications, including interaction with high-net-worth clients
• Conduct research and assist with the preparation of reports, presentations, and client materials
• Process client transactions and account maintenance requests accurately and in a timely manner
• Manage calendars, schedule meetings, and maintain client records within the firm’s CRM system

Client Service Associate – Requirements

• Associate degree in Business, Communications, Marketing, or a related field required; bachelor’s degree preferred
• Ability to take initiative and work effectively in a fast-paced environment with frequent interruptions and competing priorities
• Strong computer proficiency including Microsoft Word, Excel, and PowerPoint
• Excellent time management skills with strong attention to detail and the ability to quickly learn new systems
• Professional, positive, and energetic demeanor with strong communication skills; Salesforce or other CRM experience is a plus

Client Service Associate – Compensation

• Base salary: $65,000 – $75,000 per year
• Performance-based bonus opportunities
• Opportunity to grow within a fast-growing boutique RIA firm