Hunter Associates ยท 1 day ago
Client Service Associate
Pittsburgh, PA
Full-time
Onsite
New Grad, Entry LevelHunter Associates is a trusted provider of investment management and financial planning services. The Client Service Associate will be responsible for providing exceptional client service, assisting clients with account inquiries, processing financial transactions, and collaborating with advisors to ensure client satisfaction.
FinanceFinancial ServicesManagement Consulting
Responsibilities
Assisting clients with account inquiries
Processing financial transactions
Maintaining and updating client records
Collaborating with advisors to ensure client satisfaction
Assisting with quarterly portfolio reports
Client review presentations
All project work as assigned
Qualification
Required
Experience in Client Services, Customer Support, or Customer Service
Strong Communication skills, both verbal and written
Attention to detail, organizational skills, and ability to manage multiple tasks effectively
Proficiency in relevant computer applications and comfort with learning new systems
Detail-oriented with superior organizational skills
Strong computer skills with knowledge of Microsoft Office products
Personable and client service oriented
Able to maintain highest level of confidentiality
Able to work under pressure and balance multiple projects simultaneously
Ability to work collaboratively with a team and maintain a professional demeanor
Preferred
Background or understanding in Finance is preferred
Previous experience in a financial services environment is a plus
Bachelor's degree in business, finance, or a related field is preferred
Benefits
401(k)
Medical, dental, vision, life and disability insurance
Company
Hunter Associates
Hunter Associates is an investment management and financial planning services provider company.
Founded in 1992
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Erica Snyder
President and Chief Executive Officer
Patrick Clark
Chief Compliance Officer/Partner
Company data provided by crunchbase