Client Services Associate-HYBRID

1 week ago

Pittsburgh, United States Allegheny Financial Group Full time

We are seeking a detail-oriented and motivated Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group. Responsibilities include all aspects of client servicing, investment and records administration, and account problem solving. This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.


This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend two days a week in the office.


As a Client Service Associate, no two days look the same, but most will include a mix of the following:


  • Answer questions from clients via telephone, e-mail, written correspondence, and in person.
  • Schedule on-line, in-house, client’s appointments for advisors. Booking appointments through Zoom and Calendly.
  • Research and respond to client correspondence issues in a timely manner.
  • Process investment checks, mail and related documents received from clients.
  • Prepare and process account applications, transfer of asset forms, transaction authorizations, trade tickets and any other client service paperwork as needed.
  • Navigate within National Financial Services (NFS) and Fidelity brokerage account system (Wealthscape) to execute and monitor transactions within investment accounts.
  • Act as a liaison among clients and NFS/Broker Dealer/Fidelity/mutual fund companies, resolving any transactional discrepancies that may have occurred.
  • Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
  • Support and collaborate with Financial Advisors for daily client meetings and calendar activities.
  • Participate in company client service meetings to address standardization across practice groups. Keep group informed of any updates.



You might be a great match if you have:


  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
  • Advanced user of MS Office Suite especially Excel and Word.
  • Financial services industry experience is a strong preference.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.
  • Strong organizational and problem-solving skills.
  • Self-motivated and responsible with ability to work effectively both independently and as part of a team.
  • Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
  • Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.


What AFG Offers:


  • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
  • Generous paid time off program.
  • A best-in-class 401K plan with online planning and reporting tools.
  • Wellness program with additional time off rewards.
  • Easily accessible office with free parking for onsite days.

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