New Business Specialist - Client Services

The Well; Pittsburgh (Allegheny County); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Medical coverage

401(k) plan with employer match

Disability coverage

Family health benefits

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Excellent organization

Professional communication

Excel

Google Workspace

Adaptability

Collaboration

Open office environment comfort

Formation

Relevant degree

Outils

CRM systems

Project management tools

Virtual meeting software

Description du poste

The Opportunity

A retirement planning and wealth management practice in the Pittsburgh metro area has engaged us to find a New Business Specialist for its Client Services group. The firm is well established and still expanding. The position is full-time and fully on-site. It suits a person who enjoys exactness, feels proud when everything is orderly and correct, and does well when the day is full of fine detail.

The Opportunity

A retirement planning and wealth management practice in the Pittsburgh metro area has engaged us to find a New Business Specialist for its Client Services group. The firm is well established and still expanding. The position is full-time and fully on-site. It suits a person who enjoys exactness, feels proud when everything is orderly and correct, and does well when the day is full of fine detail.

You Would Be Central To How The Practice Runs Day To Day. Advisors Throughout The Firm Would Rely On You To

• Assemble paperwork for newly opened accounts
• Keep client records current
• Handle routine changes to existing accounts
• Process incoming client checks

Much of your time will be spent on quiet, self-directed work. Even so, you should be at ease helping teammates and speaking with advisors and clients in a polished way whenever the situation calls for it. Do you get real satisfaction from getting every detail correct? Can you juggle several due dates without letting quality slip? Would you like to belong to a tight, strong-performing group at a firm on the rise? If so, read on.

What Your Days Will Include

• Keep client files orderly and current within the firm's document storage system
• Assemble thorough, error-free paperwork for new accounts covering a range of products, and have everything ready for advisors to check well before client appointments are scheduled
• Refresh asset summaries and detailed client records ahead of planning sessions and calls with clients
• Enter data accurately and in volume into the firm's CRM and other tracking tools
• Manage incoming client checks from arrival to deposit or shipment. This includes:
• Writing cover letters
• Depositing electronically
• Arranging physical delivery when needed
• Handle requests such as beneficiary updates and changes to contact details, working with the right parties so that every record stays accurate
• Stay in touch with outside carriers and financial institutions to follow transfers, rollovers, and other account requests
• Back up colleagues in other areas when needed, including:
• Submitting applications
• Helping onboard new clients
• Answering phones and covering the front desk
• Pass complaints or complicated service matters along to the right manager
• Take part in data and operations initiatives across the firm when leadership assigns them
• Take on new duties as the practice expands and its operational priorities change
• Help sustain a cooperative culture where everyone chips in

Who We Hope to Meet

• Between three and five years of experience in client services, operations, or back-office work
• A sharp eye for detail and a firm dedication to getting documentation and data entry right
• The discipline to concentrate on precise, demanding tasks on your own for long stretches
• Excellent organization, with the ability to rank and meet several due dates at once
• Adaptability, and real ease when priorities change over the course of a day
• Clear, professional speaking and writing, along with a calm and gracious manner with both advisors and clients
• Strong working knowledge of Excel and the wider Microsoft Office suite, plus Google Workspace
• The ability to pick up unfamiliar software and technology fast
• An upbeat, collaborative outlook and a readiness to help beyond a narrowly defined set of duties
• Ease working in an open or partly open office layout

A Plus

• A relevant degree
• Exposure to CRM systems, project management tools, or virtual meeting software
• Background in insurance, financial services, or a similar field
• Hands-on time with major custodial platforms or financial planning software
• Some knowledge of how annuity or investment account applications are prepared and processed

Pay and Perks

• Salary range: $50,000 - $70,000, based on experience
• Medical coverage, with the employer sharing premium costs for you and your family
• Disability coverage
• 401(k) plan that includes an employer match
• More detail on benefits can be provided on request

Schedule and Team Culture

This position is full-time and on-site, and the daily hours are steady and predictable. The firm has a family-minded, cooperative atmosphere where effort is noticed and rewarded and colleagues truly back each other up. Staff members are typically driven and friendly. They step forward when the group needs help, without waiting for someone to ask. The practice is expanding right now. People do best here when they enjoy a full workload, own their results, and stay positive at a quick pace. What you contribute will be seen and appreciated.