Financial Advisor Client Services Associate

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

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Disability coverage

Flexible spending accounts

Paid time off

401K plan with online tools

Wellness program

Job summary

Allegheny Financial Group is seeking a Client Service Associate to deliver executive‑level administrative support to Financial Advisors and provide concierge service to clients. You’ll handle inquiries via phone, email and correspondence while coordinating with mutual fund companies and advisors.

The role includes calendar management, assisting with meetings, and learning trading/money movement procedures. You’ll contribute research, CRM maintenance, and client portal support, with a hybrid work

Qualifications

• Exceptional customer service skills and the ability to develop rapport with clients and 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.

Responsibilities

• 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.

Skills

Customer service

Financial services experience

Office software

Team collaboration tools

Attention to detail

Independent worker

Adaptability

SIE Certification

Education

Bachelor's degree in business or related field

Associate degree + related experience

Tools

Teams

OneNote

SharePoint

Zoom

DocuSign

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Allegheny Financial Group is seeking a Client Service Associate to deliver executive‑level administrative support to Financial Advisors and provide concierge service to clients. You’ll handle inquiries via phone, email and correspondence while coordinating with mutual fund companies and advisors.

The role includes calendar management, assisting with meetings, and learning trading/money movement procedures. You’ll contribute research, CRM maintenance, and client portal support, with a hybrid work