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The Coury Firm · 1 day ago

Client Service Associate, Private Wealth

Pittsburgh, PA

Full-time

Onsite

Entry Level

2+ years exp

The Coury Firm is a Private Wealth division that focuses on providing exceptional financial services. The Client Service Associate will support Wealth Advisors in client administration, ensuring timely execution of client service-related matters and collaborating with various teams to deliver comprehensive financial solutions.

AdviceFinancial ServicesWealth Management

Responsibilities

Assists with client onboarding processes

Attend meetings if requested and assist with data gathering and meeting notes

Assist with maintenance of relationships by responding to questions regarding investment accounts and procedures

Interact with clients regarding different types of requests, such as money movement requests, account balances, re-ordering checks, charitable giving confirmations, etc

Maintain client information updated in CRM and Document Management system

Managing distribution/receipt of clients’ paperwork

Utilize CRM to submit/assign tasks, create new contact entries, update existing contact information, utilize the dashboard feature to track tasks, run reports, etc

Work with other teams (investment ops, reporting, Advisors, compliance, billing) on items such as preparation of client paperwork, preparing the meeting materials, facilitating various transactions (such as 529 distributions, insurance premium payments requests, etc.), and account maintenance on behalf of our clients

Perform Money Movement transactions for accounts with SLOA (standing letter of authorization), or ACH established

Prepare client letters/emails as needed

Manage the calendar; set appointments and meetings for Advisors

Confirm appointments directly with clients via email and/or phone

Assist with travel arrangements and trip itineraries as needed

Prepare Advisors expense reports to include coding and scanning receipts as needed

Schedule lunch and dinner reservations for client meetings as needed

Perform other duties as and when needed

Take ownership, as appropriate, of certain daily functions within client services

Qualification

Series 65CRM systemsPortfolio Management SoftwareMicrosoft Office SuiteOrganizational skillsDiscretionClient commitmentVerbal communicationWritten communicationTeam collaboration

Required

Bachelor's Degree, with two or more years related experience

Series 65 or 66 to be obtained within 180 days of employment

Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner

Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities

Maintain the ability to maintain discretion in handling confidential information

Ability to collaborate effectively and work well within a team structure

Ethically driven with an unwavering client commitment

Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote

Proficiency in Portfolio Management Software and CRM systems