Financial Planning Support Specialist

3 days ago


Pittsburgh, Pennsylvania, United States Allegheny Financial Group Full time

At Allegheny Financial Group, we are seeking a detail-oriented and motivated Client Service Associate to support daily administrative operations of our personal financial planning practice. This role will enjoy a hybrid schedule with the opportunity to work both in-office and remotely.

Key Responsibilities:
  • Provide exceptional customer service to clients via phone, email, written correspondence, and in-person interactions.
  • Schedule appointments for advisors using online tools such as Zoom and Calendly.
  • Research and respond to client correspondence issues in a timely manner.
  • Process investment checks, mail, and related documents received from clients.
  • Prepare and process account applications, transfer of asset forms, transaction authorizations, trade tickets, and other client service paperwork as needed.
  • Navigate within National Financial Services (NFS) and Fidelity brokerage account system (Wealthscape) to execute and monitor transactions within investment accounts.
  • Act as a liaison among clients and NFS/Broker Dealer/Fidelity/mutual fund companies, resolving any transactional discrepancies that may have occurred.

We offer a comprehensive benefits package, including medical, dental, vision, core and buy-up life insurance, short and long-term disability coverage, and company-funded flexible spending accounts. Our generous paid time off program and best-in-class 401K plan make us an attractive employer in the Pittsburgh area.

The estimated annual salary for this position is around $55,000-$65,000, depending on experience and qualifications.



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