Wealth Management Client Services Specialist

Kestra Financial; Pittsburgh (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Job summary

Coghill Investment Strategies in Pittsburgh is seeking a detail-oriented Client Service Associate to deliver a high-touch wealth management experience. You will coordinate client data, support financial planning prep, and act as the liaison between clients, Financial Advisors, and internal teams.

Ideal candidates are organized, proactive, and focused on accurate data handling, with an interest in financial planning and paraplanning.

Qualifications

• You listen first, understand client goals, and respect personal financial dynamics.
• Learn about financial planning, investments, and wealth management operations.
• Follow through diligently and communicate proactively.
• Adapt quickly in a fast-moving client service environment.
• Collaborate with advisors and teammates to deliver client outcomes.
• Strong organizational skills with high accuracy and reliability.
• Excellent communication - professional, empathetic, client-focused.
• Ability to manage multiple priorities under deadlines.
• Interest in wealth management paraplanning.

Responsibilities

• Serve as the primary connection point between Financial Advisors and internal Operations to ensure all client service needs are executed accurately and on time.
• Translate advisor and client requests - including account openings, money movement, transfers, and updates - into actionable steps for processing.
• Prepare and gather client data needed for financial plans, reviews, cash-flow updates, and investment discussions.
• Support advisors in pre-meeting preparation by organizing planning documents and updating CRM records.
• Assist in implementing investment or planning recommendations and coordinating follow-ups.
• Collaborate with advisors to prepare components of financial plans and input into planning software.
• Review client information for completeness and accuracy for planning meetings.
• Track planning-related action items and ensure follow-through on recommendations.
• Help maintain high-quality client documentation in alignment with planning and compliance standards.
• Own the follow-up process: monitor progress, communicate updates, and confirm final execution of tasks.
• Partner with Operations to troubleshoot issues and maintain a smooth client experience.
• Communicate with clients warmly, clearly, and professionally to build trust.
• Anticipate client needs by proactively checking open items and avoiding misses.
• Support long-term relationships with a consistent, service-focused client experience.

Skills

Client service mindset

Attention to detail

Strong communication

Organizational skills

Proactive problem-solving

Team collaboration

Multi-tasking

Customer focus

Adaptability

Interest in financial planning

Job description

Coghill Investment Strategies in Pittsburgh is seeking a detail-oriented Client Service Associate to deliver a high-touch wealth management experience. You will coordinate client data, support financial planning prep, and act as the liaison between clients, Financial Advisors, and internal teams.

Ideal candidates are organized, proactive, and focused on accurate data handling, with an interest in financial planning and paraplanning.