Client Support Specialist-HYBRID

Allegheny Financial Group; Pittsburgh (Allegheny County); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision

Disability coverage

Flexible spending accounts

401K with planning tools

Paid time off

Wellness program

Free parking

Job summary

Allegheny Financial Group is seeking a motivated Client Support Specialist to assist advisory clients and ensure an exceptional experience. You will be the main contact for client-facing software platforms, help with onboarding, and coordinate with the team to resolve inquiries with accuracy and care.

Hybrid schedule requires in-office time in Pittsburgh for onboarding and meetings. You'll work with a skilled Operations team, manage multiple priorities, protect client data confidentiality, and

Qualifications

• Customer service experience in financial services is preferred.
• Strong attention to detail and accuracy is essential.
• Ability to maintain confidentiality of client information and data.

Responsibilities

• Respond to client inquiries about software platforms (eMoney, Wealthscape, Fidelity portal) and assist with navigation.
• Link client financial accounts in eMoney in collaboration with the Paraplanner.
• Assist with onboarding: prepare proposals, contracts, and compliance documents; track responses.
• Schedule meetings and data sessions in Outlook; coordinate with advisors and clients.

Skills

Customer service experience

Attention to detail

Discretion with client data

Education

Associate’s Degree

Relevant experience in financial services

Tools

Excel

Teams

Job description

AFG is seeking a motivated, organized, and detail-oriented Client Support Specialist to support our financial advisory clients and deliver an exceptional client experience. This role serves as a key point of contact for clients, providing support across several client-facing software platforms, assisting with new client onboarding, and helping ensure a smooth and efficient service experience.

The Client Support Specialist will work closely with an experienced and knowledgeable team that prides itself on building strong relationships and consistently exceeding client expectations. The ideal candidate is professional, customer-focused, and comfortable managing multiple priorities while maintaining a high level of accuracy and attention to detail.

This position offers a hybrid work schedule, with required time spent in AFG's Pittsburgh, Pennsylvania office during onboarding and training, as well as periodically for team meetings, special projects, or business needs. This position reports to the Manager of Operations.

A typical day may include, but not limited to, a mix of the following tasks:

Client Support:

• Responds to client help requests for eMoney, Wealthscape/Fidelity.com, and the client portal. Answers client questions regarding software navigation and functionality via phone or email.
• Collaborates with Financial Paraplanner to link client financial accounts in eMoney.
• Responds to client requests for statements, tax forms, and other financial documents. Connects clients to appropriate team members for assistance as needed.
• Requests annual tax return documents from clients’ CPA/Accountant/business partner via phone and email. Enters updated tax information into CRM.

New Client Onboarding:

• Prepares, reviews, and sends the new client proposal, contract, and compliance documents to prospective clients. Tracks proposals and information received from clients in the CRM system. Monitors the status of prospective clients and updates advisors as needed.
• Schedules client Case and/or Implementation Plan meetings, data sessions, and ad hoc meetings in Outlook calendars.

Practice Support:

• Completes annual retainer project by tracking payments received and following up with clients as needed.
• Responds to practice group requests for client information found in various database systems.
• Provides backup phone coverage for Client Service Associates.

You might be a great match if you have:

• Associate’s Degree and at least two years of related experience, or five years in a similar role.
• At least two years of customer service-related work experience.
• Previous work experience in the financial services is preferable.
• Client Service experience within an Investment Firm/RIA Firm.
• Strong Microsoft Office skills, with specific focus on Excel and Teams.
• Ability to ensure the confidentiality of client data.
• Strong attention to detail with high level of accuracy, initiative, and follow-through.

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.