Current jobs related to Client Service Associate-HYBRID - Pittsburgh - Allegheny Financial Group
-
Client Services Associate
1 week ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our Private Banking team at First National Bank of Pennsylvania. As a Client Services Associate, you will be responsible for providing exceptional customer service to our high net worth clients, assisting with client onboarding, and maintaining accurate records.Key...
-
Client Services Associate
3 days ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timeJob Summary:We are seeking a highly skilled Client Services Associate to join our Private Banking team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Provide client service support on all account inquiries, including loans, online banking, and...
-
Client Service Associate
1 day ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full time{"title": "Client Service Associate", "description": "Job SummaryThe Coury Firm is seeking a highly skilled Client Service Associate to join our Private Wealth division. As a key member of our team, you will be responsible for providing exceptional client service, managing client documentation, and ensuring the accuracy and completeness of client reporting...
-
Client Services Associate
4 days ago
Pittsburgh, United States First National Bank of Pennsylvania Full timePrimary Office Location: One North Shore Center. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Position Title: Client Services Associate Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting the Private Bankers and...
-
Client Services Associate
4 months ago
Pittsburgh, United States TransPerfect Full timeWho 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 Services Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States Tscbank Full timeClient Services Associate - Modifications & FulfillmentDepartment: Private Banking Service TeamOverview of the Role:The Client Services Associate plays a pivotal role in managing the Private Banking loan account lifecycle, ensuring exceptional service delivery and support to clients. This position entails focusing on specific functions within the Private...
-
Client Services Associate
4 months ago
Pittsburgh, United States TransPerfect Full timeWho 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
4 months ago
Pittsburgh, United States TransPerfect Full timeWho 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 Service Associate, Private Wealth
1 week ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY 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 Service Associate, Private Wealth
1 week ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY 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 Service Associate, Private Wealth
2 weeks ago
pittsburgh, United States The Coury Firm Full timeCOMPANY 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 Service Associate, Private Wealth
2 weeks ago
pittsburgh, United States The Coury Firm Full timeCOMPANY 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 Service Associate, Private Wealth
2 weeks ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY 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...
-
Research Associate-HYBRID
3 weeks ago
pittsburgh, United States Allegheny Financial Group Full timeAFG is seeking highly driven and knowledgeable Research Associate to collaborate and support the research team in all aspects of investment analysis, reporting, and documentation, primarily focusing on mutual funds. The Research Associate will conduct research and analysis and participate in the selection, monitoring, and the due diligence of investment...
-
Client Services Coordinator
4 weeks ago
Pittsburgh, Pennsylvania, United States Service Coordination Unlimited Inc Full timeJoin Our Team as a Client Services CoordinatorSALARY: $21.00-$26.00 per hourABOUT SERVICE COORDINATION UNLIMITED INC: Become part of an organization that prioritizes integrity, collaboration, and a commitment to customer service in delivering vital assistance to those in need.POSITION OVERVIEW:In the role of Client Services Coordinator, you will manage a...
-
Dedicated Client Service Partner
1 month ago
Pittsburgh, United States Cigna Full timeExternal applicants must have prior Cigna Implementation experience - - Candidate must be able to work in-person at the client location Tuesday, Wednesday and Thursday with work at home days on Monday and Friday. - - Client location is in Coraopolis, Client Service, Support Analyst, Healthcare, Service, Senior Analyst, Insurance, Business Services, Client
-
Research Associate-HYBRID
1 week ago
Pittsburgh, United States Allegheny Financial Group Full timeAFG is seeking highly driven and knowledgeable Research Associate to collaborate and support the research team in all aspects of investment analysis, reporting, and documentation, primarily focusing on mutual funds. The Research Associate will conduct research and analysis and participate in the selection, monitoring, and the due diligence of investment...
-
Research Associate-HYBRID
3 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeAFG is seeking highly driven and knowledgeable Research Associate to collaborate and support the research team in all aspects of investment analysis, reporting, and documentation, primarily focusing on mutual funds. The Research Associate will conduct research and analysis and participate in the selection, monitoring, and the due diligence of investment...
-
Logistics Operations Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States Hybrid Global Logistics Services Full timeLogistics Training Manager Position at Hybrid Global Logistics ServicesThe Logistics Training Manager position at Hybrid Global Logistics Services is a critical role within the company. The individual in this role will play a key part in identifying opportunities for business growth, training new logistics professionals, and leading customer service efforts....
-
Client Services Representative
3 weeks ago
Pittsburgh, Pennsylvania, United States Innova Solutions Full timeInnova Solutions is currently seeking a dedicated Account Representative.Position Type: Full-time/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Conducted online with a requirement to be onsite thereafter.Key Responsibilities:Deliver comprehensive analytics and reporting services aimed at enhancing and automating...
Client Service Associate-HYBRID
4 months ago
Job Type
Full-time
Description
We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential 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 one day a week in the office. This position reports to the Client Service Manager.
As a Client Service Associate, no two days look the same, but most will include a mix of the following:
- Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
- 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.
- Master essential trading and money movement processes and procedures.
- Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
- Maintains CRM database - from entering new client data through confirming account closure procedures.
- Utilize eMoney financial planning software to update client portal information and generate reports.
- Assist clients with online access to their client portal, investment accounts and market data.
- Acquire working knowledge in specialized areas of client administration such as estates and retirement.
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.
- Financial services industry experience is a strong preference.
- Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
- Advanced user of Microsoft Word, Excel and Outlook.
- Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
- Strong attention to detail with high level of accuracy, initiative, and follow-through.
- 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.
- 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.
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 Allegheny Financial Group