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Description
We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.
This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.
As a Client Service Associate, no two days look the same, but most will include a mix of the following:
Requirements
You might be a great match if you have:
What AFG Offers:
Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 45 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group
Full Time
Business Services
$49k-64k (estimate)
05/13/2023
06/22/2024
alleghenyfinancial.com
PITTSBURGH, PA
100 - 200
2001
Private
BRANDON J HAYNES
$10M - $50M
Business Services
Allegheny Financial is an investment firm that provides financial planning, portfolio management, market analysis and risk management solutions