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Allegheny Financial Group · 1 day ago

Client Service Associate-HYBRID

Pittsburgh, PA

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. This role involves developing client relationships, performing transactional activities, and supporting financial advisors in their daily operations.

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

Customer service skillsFinancial services experienceMicrosoft Office proficiencyEMoney softwareSecurities Industry Essentials (SIE)Attention to detailSelf-motivatedTeam collaborationAdaptability

Required

Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds

Financial services industry experience is a strong preference

Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience

Advanced user of Microsoft Word, Excel and Outlook

Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign

Strong attention to detail with high level of accuracy, initiative, and follow-through

Self-motivated and responsible with ability to work effectively both independently and as part of a team

Ability to adapt and stay current on software applications, operational procedures, and industry regulations

Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification

Benefits

A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.

Generous paid time off program.

A best-in-class 401K plan with online planning and reporting tools.

Wellness program with additional time off rewards.

Easily accessible office with free parking for onsite days.