Relationship & Operations Leader — Financial Services

Carson Group; Pittsburgh (Allegheny County); On-site; USD 65,000 - 81,250; Full time

Benefits offered by this job

401(k) with company contribution

PTO and Parental Leave

Short and Long-Term Disability

Holistic Wellbeing Programs

Job summary

A financial services firm is looking for an experienced candidate to provide exceptional client service and support, manage account actions, and enhance office operations. The ideal candidate should have a Bachelor’s degree, at least five years of experience in the financial industry, and proficiency in Microsoft Office. This role offers a starting salary between $65,000 - $81,250 and a comprehensive benefits package.

Qualifications

• Minimum of five years of experience in financial services or banking industry required.
• Proficiency in Microsoft Office applications is crucial.
• Knowledge of financial advisor office tools preferred.

Responsibilities

• Provide white-glove service to clients through proactive communication.
• Process new accounts, cashiering, transfers, and maintenance requests.
• Coordinate projects and ensure data integrity in records.

Skills

Research and problem-solving skills

Organizational skills

Written and verbal communication

Attention to detail

Education

Bachelor’s degree in Business Administration, Accounting, Finance, or related field

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office (Word, Access, Excel, Outlook)

Job description

A financial services firm is looking for an experienced candidate to provide exceptional client service and support, manage account actions, and enhance office operations. The ideal candidate should have a Bachelor’s degree, at least five years of experience in the financial industry, and proficiency in Microsoft Office. This role offers a starting salary between $65,000 - $81,250 and a comprehensive benefits package.