Client Service Representative (Financial Services)

Pittsburgh area 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

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person