New Accounts & Client Services Specialist

The Well; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan with employer match

Disability coverage

Family health benefits

Job summary

The Well is hiring a New Business Specialist for its Client Services group in the Pittsburgh area. This full-time, on-site role focuses on meticulous data entry, precise paperwork, and robust client service support to ensure smooth onboarding and ongoing account maintenance.

You will work closely with advisors and clients, maintain orderly records, and contribute to process improvements in a collaborative team environment.

Qualifications

• 3–5 years in client services, operations, or back-office work.
• Strong attention to detail and data accuracy.
• Ability to manage multiple due dates with quality.
• Excellent written and spoken professional communication.
• Proficiency in Excel, Office 365, and Google Workspace.
• Ability to learn new software quickly.

Responsibilities

• Assemble paperwork for new accounts and have everything ready for advisors.
• Keep client files orderly and current in storage systems.
• Refresh asset summaries and client records ahead of planning sessions.
• Enter data accurately into the firm's CRM and tracking tools.
• Process incoming client checks from arrival to deposit or shipment.
• Write cover letters and handle checks deposit electronically.
• Coordinate beneficiary updates and contact detail changes.
• Follow transfers, rollovers, and account requests with outside parties.
• Back up colleagues and assist onboarding of new clients.
• Answer phones and cover front desk when needed.
• Escalate complaints to the right manager and participate in improvement initiatives.

Skills

Attention to detail

Excellent organization

Professional communication

Excel

Google Workspace

Adaptability

Collaboration

Open office environment comfort

Education

Relevant degree

Tools

CRM systems

Project management tools

Virtual meeting software

Job description

The Well is hiring a New Business Specialist for its Client Services group in the Pittsburgh area. This full-time, on-site role focuses on meticulous data entry, precise paperwork, and robust client service support to ensure smooth onboarding and ongoing account maintenance.

You will work closely with advisors and clients, maintain orderly records, and contribute to process improvements in a collaborative team environment.