Find & Apply For Customer Service Representative Jobs in Sewickley, Pennsylvania

Overview Our Franklin Park financial services firm is seeking a Client Service Associate responsible for delivering extraordinary client service and care. As a client-facing team member, the client service associate is instrumental as a primary operational link between financial advisors and their clients. It is a dynamic blend of high-touch customer relationship management, complex operational execution, and regulatory compliance.

Responsibilities Client Relationship Management:

serve as the everyday point of contact for clients by handling inbound inquiries, resolving account issues, explaining administrative processes, and proactively checking in on routine client requests.

Account Onboarding & Maintenance:

prepare, process, and track documentation.

Adviser & Practice Support:

manage the day-to-day logistics for financial advisors, including the preparation of client review packets, organizing performance reports, and scheduling meetings.

Tax Preparation Support:

assist in the administrative aspects of tax preparation services. Qualifications High school diploma required; bachelor's degree preferred Financial services industry experience a plus Core Competencies Strong communication skills Adept problem-solving Superior organizational skills Customer Relationship Management (CRM) system proficiency Working knowledge of Microsoft Office Suite (particularly Excel and Word) and secure digital signature platforms such as Adobe Sign and DocuSign.

Expected hours:

35.0 - 40.0 per week

Benefits:

Dental insurance Flexible schedule Health insurance On-site gym Paid time off Retirement plan Vision insurance

Education:

Bachelor's (Preferred)

Work Location:

In person