Ohio Township, Pennsylvania, United States · Hybrid
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 se…
Skills: Customer Service, Administrative Support, Financial Services, CRM Database Management, Microsoft Word
Ohio Township, Pennsylvania, United States • Hybrid
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Provide executive-level administrative support to Financial Advisors and concierge-level service to clients. Manage transactional activities, maintain CRM data, and act as a liaison between clients and mutual fund companies.
Requires a Bachelor's degree with two years of experience or an Associate degree with related experience. Candidates should be proficient in Microsoft Office and willing to earn the Securities Industry Essentials (SIE) Certification.
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:
Requirements
You might be a great match if you have:
What AFG Offers:
Allegheny Financial Group, 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 49 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
INVEST IN YOUR PEACE OF MIND(SM)
Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm. We assist clients in every aspect of their financial lives through financial planning, portfolio management, market analysis, and risk management, plus business and estate planning. Successfully bringing together and leveraging expertise in all of these areas, Allegheny Financial Group is one of the most comprehensive providers of integrated financial services in the nation. *SEC registration does not imply a level of skill or ability.
Offices: Stone Quarry Crossing, 811 Camp Horne Road, STE 100, Pittsburgh, Pennsylvania 15237, US
INVEST IN YOUR PEACE OF MIND(SM)
Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm. We assist clients in every aspect of their financial lives through financial planning, portfolio management, market analysis, and risk management, plus business and estate planning. Successfully bringing together and leveraging expertise in all of these areas, Allegheny Financial Group is one of the most comprehensive providers of integrated financial services in the nation. *SEC registration does not imply a level of skill or ability.
Offices: Stone Quarry Crossing, 811 Camp Horne Road, STE 100, Pittsburgh, Pennsylvania 15237, US
