Wealth Planning Support Specialist

Kestra Holdings; Pittsburgh (Allegheny County); On-site; USD 40,000 - 70,000; Full time

Job summary

Coghill Investment Strategies in Pittsburgh is seeking a detail-oriented Client Service Associate to support wealth management teams and coordinate client workflows.

You will translate advisor and client requests into actionable steps, prepare data for financial plans, maintain CRM records, and help ensure a seamless, high-touch experience for clients.

This role offers growth in wealth management operations and paraplanning, with collaboration across advisors and internal teams.

Qualifications

• Strong organizational skills and reliability.
• Excellent verbal and written communication, client-focused.

Responsibilities

• Serve as the primary liaison between Financial Advisors and internal Operations to ensure client service needs are executed accurately and on time.
• Translate advisor and client requests into clear, actionable steps for processing (accounts, transfers, updates).
• Prepare client data for financial plans, reviews, and cash-flow updates (statements, documents).
• Support advisors in pre-meeting preparation by organizing planning documents and updating CRM records.
• Assist in implementing recommendations and coordinating follow-ups.
• Maintain documentation aligned with planning and compliance standards.

Job description

Coghill Investment Strategies in Pittsburgh is seeking a detail-oriented Client Service Associate to support wealth management teams and coordinate client workflows.

You will translate advisor and client requests into actionable steps, prepare data for financial plans, maintain CRM records, and help ensure a seamless, high-touch experience for clients.

This role offers growth in wealth management operations and paraplanning, with collaboration across advisors and internal teams.