Wealth Management Team Member

3 weeks ago


Pittsburgh, Pennsylvania, United States Disability Solutions Full time

Disability Solutions is seeking a talented Wealth Management Client Associate to join our team. In this dynamic role, you will support our financial advisors in delivering exceptional client experiences and building lasting relationships.

About the Position

This is a full-time position with a salary range of approximately $42,000 to $52,000 per year, based on experience and qualifications. The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.

As a Wealth Management Client Associate, you will be responsible for providing administrative support, including coordinating schedules, managing calendars, and preparing client materials. Your strong analytical skills will enable you to identify areas for improvement and implement process enhancements.

Key Accountabilities
  • Provide exceptional client service and support to financial advisors
  • Coordinate schedules, manage calendars, and prepare client materials
  • Analyze data to identify areas for improvement and implement process enhancements

If you are a detail-oriented and results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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