Client Service Associate

4 days ago

Pittsburgh, United States Talentrust Full time
Title: Client Service Associate

Client: Grant Street Asset Management

Location: Pittsburgh, PA

About Us:

Grant Street Asset Management (GSAM) is a second-generation, employee-owned, independent investment advisor with a legacy of 30 years of dedicated service to families, business owners, physician groups, and not-for-profit institutions. Managing over $650 million in assets, we operate with a deep commitment to our clients' financial well-being, helping them grow wealth and protect their legacy. Our team-centered approach and passion for independence drive us to continuously build trusted partnerships with our clients.

As we embark on a growth journey led by our second-generation ownership team, we offer exciting advancement opportunities for driven and skilled professionals. GSAM provides competitive healthcare benefits, a profit-sharing plan, and revenue-sharing for new assets. We support hybrid work schedules to promote work-life balance and flexibility.

Job Summary:

The Client Service Associate will be a key member of the operations team and be responsible for maintenance of portfolio accounting, reporting and client recordkeeping systems. The position requires strong attention to detail, concern for the exact correctness of work, and strong commitment to tasks being completed on time.

Job Duties:

Preparation and submission of client paperwork, including onboarding of new clients, establishing account features and ongoing account maintenance.
  • Money movement and transfers processing
  • Portfolio accounting and account reconciliation
  • Preparing and distributing client reports
  • Providing prompt and thorough responses to client inquiries, performing additional research as needed
  • Serve as a trusted resource to the firm's clients and advisors
Qualifications:
  • At least 5 years of experience in investment operations is preferred, with a solid understanding of investments required.
  • Strong organizational skills, a keen eye for detail, and a proactive approach to following up and adhering to procedural workflows.
  • Ability to thrive in a team environment while effectively managing and prioritizing multiple tasks.
  • Exceptional verbal and written communication skills, including proper grammar and punctuation, with a commitment to prompt and professional client interactions.
  • Advanced technical aptitude, with the ability to lead and support others in utilizing various software platforms.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is essential. Prior experience with portfolio accounting, reporting and CRM systems required. Tamarac Reporting & Microsoft Dynamics CRM experience is a plus.
  • Quick learner with the capability to master new software systems efficiently.


Why Join Us?

Join a thriving, independent, and employee-owned firm where your skills and dedication to clients can make a meaningful impact. GSAM offers a path for growth, the chance to contribute to an evolving organization, and recognition for your achievements in a supportive, flexible work environment.

  • Client Services Associate

    1 month ago

    pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work...

  • Client Services Associate

    2 months ago

    pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work...

  • Client Services Associate

    2 months ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA. This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work...

  • Client Services Associate

    2 months ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work...

  • Client Services Associate

    2 months ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work...

  • Client Service Associate

    2 months ago

    Pittsburgh, United States PNC Bank Corp. Full time

    Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Client Relations, Customer Experience, Relationship, Service, Retail, Banking

  • Client Service Associate

    1 month ago

    Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Provide sales, service, and execution support for new and ongoing client...

  • Client Service Associate

    1 month ago

    pittsburgh, United States Confluence Financial Partners Full time

    Job DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...

  • Client Service Associate

    1 month ago

    Pittsburgh, United States Confluence Financial Partners Full time

    Job DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...

  • Client Service Associate

    4 weeks ago

    pittsburgh, United States Confluence Financial Partners Full time

    Job DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...

  • Client Services Associate

    2 months ago

    Pittsburgh, United States TransPerfect Full time

    Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

  • Client Services Associate

    2 months ago

    Pittsburgh, United States TransPerfect Full time

    Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

  • Client Servicing Associate, Private Wealth

    2 weeks ago

    Pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

  • Client Servicing Associate, Private Wealth

    1 month ago

    Pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

  • Client Servicing Associate, Private Wealth

    1 month ago

    Pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

  • Client Servicing Associate, Private Wealth

    1 month ago

    Pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...

  • Client Servicing Associate, Private Wealth

    1 month ago

    Pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...

  • Client Servicing Associate, Private Wealth

    1 month ago

    pittsburgh, United States The Coury Firm Full time

    COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...

  • Client Services Associate

    4 weeks ago

    Pittsburgh, PA , USA, United States First National Bank Full time

    Position Overview: As a Client Services Associate, you will play a vital role in supporting our Private Bankers and Team Leaders in delivering exceptional client service. Your primary responsibilities will include assisting with client inquiries, maintaining accurate records, and ensuring compliance with regulatory requirements.Key Responsibilities:Provide...

  • Client Service Liaison

    4 weeks ago

    Pittsburgh, Pennsylvania, United States PNC Bank Corp. Full time

    Key Responsibilities:Provide sales, service, and execution support for new and ongoing client relationships.Act as a customer solutions resource, gathering required documentation and verifying documents for accuracy.Support the development of strong client relationships through exceptional service and communication.About the Role:This role is part of PNC...