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Client Service Representative (Financial Services)

Job

Pancoast Staffing Services

Aspinwall, PA (In Person)

$75,000 Salary, Full-Time

Posted 3 days ago (Updated 20 hours ago) • Actively hiring

Expires 6/21/2026

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Job Description

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

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