Interchange Capital Partners ยท 1 day ago
Client Services Analyst
Pittsburgh, PA
Full-time
Onsite
New Grad, Entry LevelInterchange Capital Partners is a fast-growing family business advisory firm dedicated to providing multi-generational family-owned businesses with consulting services. They are seeking a Client Service Analyst to assist in strengthening client relationships by providing exceptional client service and executing tailored service plans for clients.
BankingConsultingFinancial ServicesWealth Management
Responsibilities
Responding to client inquiries about products and services
Scheduling advisor-client meetings
Drafting written or electronic communications on behalf of advisors
Logging and tracking customer calls or emails in Wealthbox CRM
Maintaining databases of client information for advisors using iPaladin and other platforms
Recording and resolving customer complaints
Filing and organizing client paperwork in Box and other document management systems
Helping with client requests, such as coordinating fund transfers and account linkages
Supporting family office compliance and tax matters
Notifying clients about new products or services
Ensuring that regulatory rules are followed
Qualification
Required
4-year college degree with a history of strong academic performance
Strong attention to detail and organizational skills
Excellent communication skills and the ability to multitask
Strong Microsoft skills
Preferred
Experience with family office software is a plus
Experience working with a family office in a service capacity is preferred
Experience working with Schwab or Pershing as a custodian is preferred
Company
Interchange Capital Partners
Interchange Capital Partners is an advisory firm that provides wealth planning, family advisory, tax mitigation, and banking services.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ahmie Baum
Founder & CEO
Company data provided by crunchbase