Client Services Associate ($65,000-70,000 per year)

Pittsburgh area investment services group is in need of a Client Service Associate

Responsibilities to include:

•       Complete all forms correctly and submit them within one business day

•       Work directly with the advisor to prepare for client meetings

•       Transfer funds from various accounts at the direction of the client or advisor

•       Track pending business paperwork, follow up with clients when necessary, and coordinate with appropriate companies to ensure completion

•       Handle phone calls from clients, when appropriate; transfer calls to advisor, when required; return all client calls before you leave the office for the day

•       Anticipate advisor and client needs and handle them proactively

•       Scan and electronically file client statements, correspondence, and agreements so that all client filing is completed within five business days

•       Provide coverage for receptionist (i.e. answer phones, accept deliveries, distribute mail, etc.) as needed

•       Act as back up for other assistants when necessary (i.e. absence, workflow, etc.)

•       Utilize Charles Schwab’s services efficiently

•       Enter and maintain accurate client information, as well as task documentation in CRM system

•       Use excellent customer service skills to build and maintain client relationships

•       Contribute to the appearance of the office (i.e. tidiness)

•       Make suggestions to systematize and improve office functions

•       Adhere to all compliance policies and procedures

•       Other relevant duties as assigned

Requirements: 

•       BA/BS degree, preferable in finance, accounting or related field

•       Five years’ experience in an administrative role or three years’ experience in financial services; experience working with Charles Schwab processes and forms a plus

•       Strong work ethic; honesty and integrity

•       Superior organizational and customer service skills

•       Proficiency with computer programs, including MS Word, Excel, PowerPoint and Outlook; prior Wealthbox experience a plus

•       Ability to efficiently prioritize workload and meet deadlines

•       Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor/supervisor assistance

•       Ability to identify and solve problems proactively

•       Proofreading (or quality assurance) skills to ensure that own work is in accordance with Firm criteria

•       Ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the clients’ circumstances