Hybrid Financial Client Services Associate

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

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.