Client Service Associate, Private Wealth

The Coury Firm; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary with performance-based bonuses

Comprehensive medical, dental, and vision insurance

401(k) plan with company match

Paid time off (PTO) and holidays

Continuing education and professional development support

Life and disability insurance

Opportunities for career advancement

Collaborative work culture

Job summary

The Coury Firm is seeking a Client Service Associate for their Private Wealth division. This role supports Wealth Advisors in client administration, ensuring accurate execution of client services. Responsibilities include assisting with onboarding, managing client information, and performing money movement transactions. Ideal candidates will have a Bachelor’s Degree, excellent communication and organizational skills, and proficiency in Microsoft Office and CRM systems. The firm offers competitive salaries, comprehensive benefits, and a collaborative work culture.

Qualifications

• Bachelor’s Degree with two or more years related experience.
• Series 65 or 66 to be obtained within 180 days of employment.
• Knowledge of industry rules and regulations; custodial platform experience preferred.

Responsibilities

• Assist with client onboarding processes.
• Maintain client information updated in CRM and Document Management system.
• Perform Money Movement transactions for accounts.

Skills

Professional verbal and written communication skills

Organizational and time management skills

Discretion in handling confidential information

Team collaboration

Proficiency in Microsoft Office Suite

Education

Bachelor’s Degree

Two or more years related experience

Tools

Microsoft Office Suite

Portfolio Management Software

CRM systems

Job description

Client Service Associate, Private Wealth

Reports To: The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee.

Position Summary

The position of Client Service Associate for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The Client Service Associate will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters. Key duties include account servicing, money movements and cashiering functions, data review and reconciliation, reporting, custodial and counterparty coordination, and general assistance with the Firm’s operational processes, procedures, and internal/external communication.

This position will need to work collaboratively with a group of Private Wealth personnel, including but not limited to Advisors, other Client Service Associates, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

Responsibilities

• Assist with client onboarding processes
• Attend meetings if requested and assist with data gathering and meeting notes.
• Assist with maintenance of relationships by responding to questions regarding investment accounts and procedures.
• Interact with clients regarding different types of requests, such as money movement requests, account balances, re-ordering checks, charitable giving confirmations, etc.
• Maintain client information updated in CRM and Document Management system.
• Managing distribution/receipt of clients’ paperwork.
• Utilize CRM to submit/assign tasks, create new contact entries, update existing contact information, utilize the dashboard feature to track tasks, run reports, etc.
• Work with other teams (investment ops, reporting, Advisors, compliance, billing) on items such as preparation of client paperwork, preparing the meeting materials, facilitating various transactions (such as 529 distributions, insurance premium payments requests, etc.), and account maintenance on behalf of our clients.
• Perform Money Movement transactions for accounts with SLOA (standing letter of authorization), or ACH established
• Prepare client letters/emails as needed.
• Manage the calendar; set appointments and meetings for Advisors.
• Confirm appointments directly with clients via email and/or phone.
• Assist with travel arrangements and trip itineraries as needed.
• Prepare Advisors expense reports to include coding and scanning receipts as needed
• Schedule lunch and dinner reservations for client meetings as needed.
• Perform other duties as and when needed.
• Take ownership, as appropriate, of certain daily functions within client services.

Qualifications

• Bachelor’s Degree, with two or more years related experience
• Series 65 or 66 to be obtained within 180 days of employment
• Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
• Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
• Maintain the ability to maintain discretion in handling confidential information
• Ability to collaborate effectively and work well within a team structure
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems

Benefits

At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well‑being.

• Competitive base salary with performance-based bonus opportunities
• Comprehensive medical, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (PTO) and paid holidays
• Continuing education and professional development support
• Life and disability insurance
• Opportunities for career advancement within a growing, entrepreneurial firm
• Collaborative, team-oriented work culture

Equal Opportunity Employer

The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.