Client Relationship Specialist Wealth Management

Client Relationship Specialist

• Wealth Management Fox Chapel, PA Job Details Full-time $80,000
• $100,000 a year 22 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Wealth management Microsoft Excel Bachelor's degree Client services Customer relationship management Financial services CRM system proficiency Productivity software Full Job Description Client Relationship Specialist
• Wealth Management Pittsburgh, PA | Full-Time | On-Site (5 Days/Week) | $80,000
• 100,000 We are a privately held, SEC-registered investment advisory firm based in Pittsburgh, PA, providing fee-only wealth management services since 1983.

We are seeking an experienced Client Relationship Specialist (CRS) to join our team in a replacement role due to retirement. This is a career-level opportunity for a mid-to-senior wealth management professional who is highly organized, client-focused, and comfortable working in a fast-paced advisory environment. The ideal candidate has experience supporting advisors, managing client relationships, and handling investment operations. Responsibilities Support a senior advisor with client relationship management and service needs Handle client requests, account maintenance, and administrative processing Prepare materials for client meetings and document outcomes in CRM systems Assist with portfolio operations including rebalancing, cash management, and reporting Process account openings, RMDs, trust distributions, and transfer requests Support quarterly reporting and ongoing client communications Qualifications 3-5+ years of experience in wealth management, investment advisory, or financial services Strong understanding of portfolio operations and client service workflows Series 65 or Series 7 preferred (or equivalent experience) Experience with CRM and portfolio systems (Tamarac preferred) Strong Excel and Microsoft Office skills Detail-oriented, dependable, and able to manage multiple priorities Strong communication and client service skills Bachelor's degree or equivalent experience Compensation and Work Environment $80,000

• 100,000 salary, based on experience Full-time, on-site role (5 days per week) Stable, established firm with long-term client relationships Opportunity to replace a retiring team member in a key support role

Pay:

$80,000.00

• $100,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Vision insurance

License/Certification:

Series 65 or Series 7 (Required) Ability to

Commute:

Fox Chapel, PA 15238 (Preferred)

Work Location:

In person