CLIENT SERVICE ASSOCIATE - HYBRID

Allegheny Financial Group; Pittsburgh (Allegheny County); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company contributions

Paid time off

Wellness program

Free parking

Job summary

Allegheny Financial Group in Pittsburgh is seeking a Client Service Associate to provide executive-level administrative support to Financial Advisors and concierge-level service to clients. This hybrid role will spend more time in the Pittsburgh office during orientation; after training, one in-office day per week.

Responsibilities include building client relationships, coordinating with advisors and mutual fund companies, processing accounts, and managing calendars.

Qualifications

• Bachelor's Degree in business or related field with two years' experience, or an associate degree with related experience.
• Advanced user of Word, Excel and Outlook.
• Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
• Strong attention to detail with high level of accuracy, initiative, and follow-through.
• Self-motivated and able to work independently and in a team.
• Willingness to earn the SIE Certification.

Responsibilities

• Develop sound client relationships by providing exceptional care in researching and responding to inquiries via phone, email, and written correspondence.
• Serve as liaison between clients, advisors, and mutual fund companies; open and fund accounts, facilitate portfolio changes, and money movement.
• Support and collaborate with financial advisors for daily client meetings and calendar activities.
• Master essential trading and money movement processes and procedures.
• Provide proactive research and background to advisors for ad hoc client requests.
• Maintain CRM database entries and account closure procedures; update client portals in eMoney.

Skills

Customer service

Relationship management

Communication

Attention to detail

Teamwork

Adaptability

SIE Certification

Education

Bachelor's degree in business or related field

Associate degree + related experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Teams

OneNote

SharePoint

Zoom

DocuSign

eMoney

Job description

Description

We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.

This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.

As a Client Service Associate, no two days look the same, but most will include a mix of the following:

• Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.


• Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.


• Support and collaborate with financial advisors for daily client meetings and calendar activities.


• Master essential trading and money movement processes and procedures.


• Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.


• Maintains CRM database – from entering new client data through confirming account closure procedures.


• Utilize eMoney financial planning software to update client portal information and generate reports.


• Assist clients with online access to their client portal, investment accounts and market data.


• Acquire working knowledge in specialized areas of client administration such as estates and retirement.

Requirements

You might be a great match if you have:

• Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.


• Financial services industry experience is a strong preference.


• Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.


• Advanced user of Microsoft Word, Excel and Outlook.


• Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.


• Strong attention to detail with high level of accuracy, initiative, and follow-through.


• Self-motivated and responsible with ability to work effectively both independently and as part of a team.


• Ability to adapt and stay current on software applications, operational procedures, and industry regulations.


• Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.

What AFG Offers:

• A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.


• Generous paid time off program.


• A best-in-class 401K plan with online planning and reporting tools.


• Wellness program with additional time off rewards.


• Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group