Client Relationship Specialist

2 months ago

Pittsburgh, United States Allegheny Financial Group Full time

Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients trust for over 45 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to www.alleghenyfinancial.com. 

We presently offer a hybrid work environment and comprehensive benefits package, including a generous time-off allowance, a wellness program, volunteer opportunities, and multiple social events throughout the year. 

We are seeking a motivated, organized Client Relationship Specialist to support several Financial Advisors of Allegheny Financial Group. Responsibilities include providing concierge-level service to AFG clients, investment and records administration, and account problem-solving. This position is part of an experienced and knowledgeable team that consistently exceeds client expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Develop sound relationships with new and existing clients.
  • Act as the liaison between the client and/or advisor and 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.
  • Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
  • Operate within Salentica Engage (CRM) application.
  • Utilize eMoney financial planning software to update client portal information and generate reports.
  • Maintain Black Diamond portfolio management and reporting platform, producing periodic and ad hoc reports.  
  • Assist clients with online access to their client portal, investment accounts and market data.

DESIRED SKILLS AND EXPERIENCE:

  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Financial services industry experience is a strong preference.
  • FINRA Securities Industry Essentials (SIE) certification preferred, or willing to obtain upon hire.
  • Bachelors Degree (preferably in business or related field with two years experience in a fast-paced office environment such as financial services, legal, or accounting, OR an Associates Degree combined with related experience.
  • Advanced user of MS Office Suite.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with a high level of accuracy, initiative, and follow-through.
  • Self-motivated and responsible with the 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.

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