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Client Services Associate

2 months ago

Harrisburg, United States Fort Pitt Capital Group Full time

Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Client Service Associate (CSA) to join our Harrisburg team. The CSA plays a crucial role in supporting the client relationship by handling operational and administrative tasks involved in financial planning and wealth management. The CSA works directly with a Financial Advisor, supporting that advisor's book of business. This is a non-licensed position and does not provide advice to clients.

Key Responsibilities

  • Collaborate directly with Financial Advisors to assist clients
  • Manage client cash needs including withdrawals, deposits, contributions, distributions, and posting checks
  • Handle the required minimum distribution (RMD) process, including calculations, client notifications, processing, and monitoring
  • Coordinate with external professionals (e.g., accountants, attorneys, trustees) and internal team members to meet client needs, especially during tax season and for pledged asset lines
  • Schedule and confirm client reviews and appointments
  • Oversee the onboarding process for new clients
  • Maintain the customer relationship management (CRM) database with accurate client account data and contact details
  • Organize and maintain both physical and digital client files per standard operating procedures

Qualifications

  • High School Diploma or equivalent is required
  • Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
  • Preferred: Customer service experience and prior experience in a Financial Services environment

Ideal Candidate Attributes

  • Strong communication skills (both written and verbal)
  • Excellent attention to detail
  • Teamwork and collaboration skills
  • Problem-solving abilities
  • Effective time management
  • Positive attitude and initiative

Position Details

  • Location: Harrisburg, PA location (Downtown)
  • Reporting To: Client Service Manager
  • Schedule: Monday - Friday, 8:30 am - 5:00 pm
  • Some evening and weekend work may be required as job duties demand
  • Work Arrangement: After 6-months, 4 days in-office and 1 day remote
  • Employment Type: Full-Time (40 hours per week), Exempt (No Overtime)
  • Travel: Little to no travel required
  • Compensation: Competitive base salary

Benefits

Fort Pitt offers a comprehensive and competitive total rewards package, including:

  • Medical/Prescription, Vision, and Dental Insurance (100% employer-paid for employee-only coverage, depending on the plan)
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • 401(k) Profit Sharing Plan
  • 12 Paid Holidays
  • 4 weeks of Paid Time Off (PTO), prorated in the first year

About Fort Pitt Capital Group

Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.

Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.