Hybrid Client Support Specialist (Finance)

Allegheny Financial Group; Pittsburgh (Allegheny County); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K plan

Paid time off

Wellness program

Onsite parking

Job summary

Allegheny Financial Group is seeking a detail‑oriented Client Support Specialist to assist advisory clients across multiple platforms, support onboarding, and ensure a smooth service experience. The role collaborates with a knowledgeable team and reports to the Manager of Operations.

The position is hybrid, requiring in‑office presence in Pittsburgh for onboarding, training, and occasional meetings. Responsibilities include handling client requests for statements, tax forms, and documents;

Qualifications

• 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.
• Experience in financial services is preferable.
• Client Service experience within an Investment Firm/RIA Firm.
• Strong Microsoft Office skills, with focus on Excel and Teams.
• Confidential handling of client data with high accuracy.

Responsibilities

• Respond to client requests for software navigation and support via phone or email.
• Link client accounts in eMoney and Wealthscape/Fidelity platforms in collaboration with the team.
• Gather and upload client tax documents and update CRM records.
• Onboard new clients in Engage, eMoney, and Black Diamond databases; prepare and send proposals, contracts, and compliance documents.
• Schedule meetings and data sessions via Zoom or Outlook calendars.
• Track retainers and payments, and assist with annual tax document requests.
• Assist with advisor travel arrangements and team scheduling.

Skills

Customer service

Attention to detail

Confidentiality

Multi-tasking

Education

Associate’s Degree

Tools

Microsoft Excel

Microsoft Teams

Job description

Allegheny Financial Group is seeking a detail‑oriented Client Support Specialist to assist advisory clients across multiple platforms, support onboarding, and ensure a smooth service experience. The role collaborates with a knowledgeable team and reports to the Manager of Operations.

The position is hybrid, requiring in‑office presence in Pittsburgh for onboarding, training, and occasional meetings. Responsibilities include handling client requests for statements, tax forms, and documents;