Client Service Associate / Administrative Assistant

Vance Airscoop; Sewickley (Allegheny County); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Disability insurance

Life Insurance

Job summary

Pennsylvania Financial Group in Sewickley, PA is seeking a Client Service Associate to support financial planning and client service efforts. You will interact with Investment Advisor Representatives and help with administrative tasks in a fast-paced, client-focused office environment.

The role emphasizes strong communication, accuracy, and proactive relationship building, with duties spanning meeting prep, data entry, and marketing support. This is a full-time, in-office position.

Qualifications

• Bachelor’s degree or 5+ years of relevant experience required (financial services experience preferred).
• Experience with Microsoft Office Suite, Redtail, Docusign, AI Notetaking, QuickBooks, financial planning and reporting software, and eMoney preferred.

Responsibilities

• New business processing
• Prep materials for all client meetings
• Execute client/advisor service requests and follow up activities
• Ensure all follow-up items are clearly documented and actioned
• Maintain the advisor’s calendar
• Update and maintain client relationship management database
• Data entry in financial planning software
• Track commissions and fees
• Implement and maintain marketing initiatives
• Interface with existing and new clients
• Field incoming telephone calls and emails

Skills

5+ years financial services experience

Strong communication

Analytical skills

Organizational skills

Proactive, forward thinking

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Redtail

Docusign

AI Notetaking

QuickBooks

financial planning software

eMoney

Job description

COMPANY

Pennsylvania Financial Group, located in Sewickley, PA, provides its’ clients with comprehensive financial planning, investment advice and risk management services. Pennsylvania Financial Group is an independent office affiliated with Vicus Capital. This is a high-trust, high-impact role embedded directly in client relationships and firm operations. The ideal candidate operates with ownership, precision, and forward-thinking leadership.

BENEFITS

This career opportunity is a full-time salaried in-office position (40-hour work week), commensurate with experience.

Benefits package negotiable, offering: 401(k), 401(k) matching, Health, Disability, and Life Insurance.

POSITION SUMMARY

The Client Service Associate position is an exciting opportunity to make an impact by providing world-class service and support in effort to assist clients achieve their financial goals. This candidate will perform administrative and marketing tasks, provide high-level customer service and be responsible for other office support activities. This individual will work directly with the Investment Advisor Representatives. The work environment is one of a family atmosphere that is fast paced and focused on providing the highest level of service and professionalism.

DUTIES AND RESPONSIBILITIES

• New business processing
• Prep materials for all client meetings
• Execute client/advisor service requests and follow up activities
• Ensure all follow-up items are clearly documented and actioned
• Maintain the advisor’s calendar
• Update and maintain client relationship management database
• Data entry in financial planning software
• Track commissions and fees
• Implement and maintain marketing initiatives
• Interface with existing and new clients
• Field incoming telephone calls and emails

SKILLS, ABILITIES & PERSONAL TRAITS

• Ability to thrive in a fast-paced professional environment
• Tech-savvy
• High degree of honesty and integrity
• Strong work ethic
• Strong organizational, follow through and analytical skills
• Excellent listening and communication skills with high attention to detail
• Ability to develop and maintain professional relationships
• Outgoing, business-like personality
• Ability to be proactive and forward thinking

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelor’s degree or 5+ years of relevant experience required (financial services experience preferred)
• Special consideration will be given to candidates who have experience with: Microsoft Office Suite, Redtail, Docusign, AI Notetaking, QuickBooks, financial planning and reporting software, and eMoney