A rapidly growing firm 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

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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
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