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Allegheny Financial Group · 4 days ago

Client Service Associate-HYBRID

Pittsburgh,PA,US

Full-time

Hybrid

Entry Level

2+ years exp

Allegheny Financial Group is an SEC-registered investment advisory firm that has been serving clients for over 49 years. They are seeking a motivated Client Service Associate to provide executive level administrative support to Financial Advisors and deliver exceptional service to clients, including managing client communications and facilitating transactions.

AdviceAsset ManagementFinanceFinancial Services

Responsibilities

Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence

Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement

Support and collaborate with financial advisors for daily client meetings and calendar activities

Master essential trading and money movement processes and procedures

Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests

Maintains CRM database – from entering new client data through confirming account closure procedures

Utilize eMoney financial planning software to update client portal information and generate reports

Assist clients with online access to their client portal, investment accounts and market data

Acquire working knowledge in specialized areas of client administration such as estates and retirement

Qualification

Financial services experienceMicrosoft Office SuiteEMoney softwareSecurities Industry EssentialsCustomer service skillsAttention to detailTeam collaborationAdaptability