RIA Client Services Specialist

Intepros; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Intepros in Pittsburgh, PA is seeking a Financial Operations Analyst to support Registered Investment Advisor clients with brokerage account services and platform tools, emphasizing accuracy and client-focused service.

You will manage new account openings, fund transfers, and ongoing account servicing, responding to inquiries and ensuring issues are resolved while maintaining detailed documentation and professional communication.

Qualifications

• Education or professional background in Financial Services (brokerage, securities, or retail banking preferred).
• Strong analytical abilities and capability to manage complex situations.
• Excellent organizational and time-management skills.
• Ability to manage a high volume of phone and email interactions.
• Proficiency in Microsoft Office applications (Outlook, Excel, Word, etc.).

Responsibilities

• Support RIA clients with new brokerage account openings, fund transfer processing, and maintenance of current accounts.
• Respond to inbound phone calls and email requests from existing clients in a timely and professional manner.
• Assist clients in navigating brokerage platforms and online tools to ensure proper usage and issue resolution.
• Oversee multiple active client cases at once with strong attention to organization, follow-up, and accurate documentation.
• Develop trusted client relationships through clear, patient, and service-focused communication.

Skills

Analytical abilities

Communication skills

Organizational skills

Microsoft Office proficiency

Education

Bachelor's degree in Finance/Economics/Related field

Tools

Microsoft Excel

Outlook

Word

Job description

Intepros in Pittsburgh, PA is seeking a Financial Operations Analyst to support Registered Investment Advisor clients with brokerage account services and platform tools, emphasizing accuracy and client-focused service.

You will manage new account openings, fund transfers, and ongoing account servicing, responding to inquiries and ensuring issues are resolved while maintaining detailed documentation and professional communication.