100 Client Service Associate Jobs in Pittsburgh, PA
Impact Solutions is Hiring a Client Service Associate Near Pittsburgh, PA
Client Service Associate – Financial Planning
Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.
Why this is a special company.
·Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
·Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
·Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.
Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:
- Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
- Preparing meeting presentations using PowerPoint.
- Inputting information to financial planning and investment analysis software.
- Managing the CRM program (AdviserEngine)
- Processing financial account applications on Schwab Advisor Center
Qualifications: To thrive in this role, you should possess the following qualifications:
·Education: Bachelor’s degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
·Prior experience with financial industry CRM a plus Prior experience with Schwab plus
·Prior experience with DocuSign a plus
·Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
·Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
·Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
·Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
·Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.
If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!
Job Summary
Full Time
Scientific Services
$49k-64k (estimate)
12/01/2023
05/29/2024
impact-solutions.co.uk
GRANGEMOUTH, SCOTLAND
25 - 50
2002
KEVIN ROSS
<$5M
Scientific Services
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The job skills required for Client Service Associate include Client Service, Communication Skills, Futures, Presentation, Organizational Skills, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.
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