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Part Time Client Service Associate

1 month ago

Pittsburgh, Pennsylvania, United States Rockcliff Capital LLC Part time

Company Description

Rockcliff Capital LLC is a financial advisory firm that serves a select group of families and businesses in the Pittsburgh area and beyond. The company's mission is to provide objective and timely financial advice to help clients build, manage, protect, and transfer their wealth.

Role Description

This is a part-time on-site role for a Client Service Associate located in Pittsburgh, PA. The Client Service Associate will be responsible for client services, customer support, communication, customer service, and finance-related tasks on a day-to-day basis.

Qualifications

  • Client Services and Customer Support skills
  • Effective Communication and Customer Service skills
  • Basic understanding of Finance
  • Excellent interpersonal skills
  • Attention to detail and strong organizational skills
  • Ability to work independently and as part of a team
  • Experience in a financial services setting is a plus
  • Bachelor's degree in Finance, Business, Economics, or related field