Investment Services Client & Meetings Coordinator

Pancoast Staffing Services, Inc.; Pittsburgh (Allegheny County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Pancoast Staffing Services, Inc. seeks a Client Service Coordinator in the Pittsburgh area to support an investment services group by handling client service requests, assisting with account administration, and coordinating client and prospect meetings.

Responsibilities include preparing meeting materials, tracking outcomes in the CRM, and contributing to reporting and administrative projects. The role requires 3+ years in financial services, a bachelor’s degree, and strong communication skills.

Qualifications

• 3+ years of experience in financial and/or investment services.
• Bachelor’s degree or higher.
• Strong verbal and written communication skills.
• Proficient MS Office; able to learn new software systems as needed.
• Excellent organization, prioritization, and problem-solving skills.
• Flexible, deadline-oriented approach.
• Experience with portfolio reporting systems, custodial client service platforms, and CRM software.
• Team-oriented mindset with willingness to support others as needed.

Responsibilities

• Handle and complete client service requests from start to finish
• Complete required forms for account opening and ongoing account administration
• Complete Required Minimum Distributions (RMDs)
• Manage scheduling and prepare materials for client and prospect meetings
• Track meeting outcomes in the firm’s CRM software
• Support the implementation of the firm’s giving and gifting practices
• Assist with quarterly and yearly reporting requirements
• Provide additional administrative and project support as needed

Skills

Verbal communication

Written communication

Organizational skills

Deadline-oriented

Team-oriented

Problem-solving

Education

Bachelor's degree or higher

Tools

MS Office

CRM software

Job description

Pancoast Staffing Services, Inc. seeks a Client Service Coordinator in the Pittsburgh area to support an investment services group by handling client service requests, assisting with account administration, and coordinating client and prospect meetings.

Responsibilities include preparing meeting materials, tracking outcomes in the CRM, and contributing to reporting and administrative projects. The role requires 3+ years in financial services, a bachelor’s degree, and strong communication skills.