What are the responsibilities and job description for the Client Services Specialist (Financial Services Group) position at Pancoast Staffing Services, Inc.?
Downtown Pittsburgh investment services group is in need of a Client Service Specialist.
Duties to include:
· Responding to and completing client service request
· Completion of forms for account opening and administration
· Completion of Required Minimum Distributions
· Heavy scheduling and preparing materials for client and prospect meetings
· Tracking outcomes of meetings in firm CRM software
· Assist with implementing the giving and gifting practices
· Assist with firm’s quarterly and yearly reporting
· A variety of administrative and project support duties
Requirements:
· 3 years of previous like experience within the financial/investment
· Professional verbal and written communication
· Proficient MSOffice skills with ability to learn new software as needed
· Excellent organization, prioritization, and problem-solving skills
· Flexible attitude and ability to meet deadlines
· Experience with portfolio reporting systems, custodial client service platforms, and CRM software
· Team player willing to assist other members as needed
· Bachelors degree or higher
Salary : $60,000 - $70,000