A rapidly growing practice whose team desires to create a new standard in providing wealth and investment management is seeking to add a highly motivated, full time Client Service Associate. This candidate must be organized and have the ability to handle multiple priorities. The candidate also must be detail-oriented, punctual and have the desire to grow and advance with our firm.

Compensation: Full TIme
Experience: 2 - 5 years
Type: Full Time
Office: Pittsburgh

Email About This Job

Responsibilities

  • Answer multiple phone lines with grace
  • Handle client requests and inquiries
  • Onboard new clients
  • Assist in preparing client presentations
  • Set business meetings and appointments
  • Manage e-mail
  • Utilize advanced software programs to help provide exceptional client service
  • Manage special projects

Qualifications

  • Excellent verbal and written communication skills
  • Extremely professional appearance and attitude
  • Maintains a high degree of discretion and confidentiality
  • Proficient in Excel, Word and basic office applications
  • Self-starter and team player who enjoys challenges
  • Bachelor's degree is not required but desirable
Email About This Job

Recent Posts

Welcome Loren Paul Fiffik, CFP

Confluence Financial Partners is pleased to announce the hiring of Loren Paul Fiffik. He will serve as Wealth…
Read More

Correcting Your Course

You’ve got options if your best-laid retirement income plans veer off track. https://www.raymondjames.com/pointofview/correcting-your-course Let us know if this…
Read More

Welcome Nathan R. Garcia

We are pleased to announce the hiring of Nathan R. Garcia.  He will serve as Wealth Manager working out of our Pittsburgh location. Nathan comes to us from PNC Investments with 18 years of experience in the financial services industry. Click here to find out more information about Nathan. https://www.confluencefp.com/team/nathan-r-garcia/   [gravityform id="1" title="true" description="true"]  
Read More