Client Services Representative

Job Description

Job Description

Pittsburgh area investment services group is in need of a Client Service Specialist.

Duties to include:

· Responding to and completing client service request

· Completion of forms for account opening and administration

· Completion of Required Minimum Distributions

· Heavy scheduling and preparing materials for client and prospect meetings

· Tracking outcomes of meetings in firm CRM software

· Assist with implementing the giving and gifting practices

· Assist with firm’s quarterly and yearly reporting

· A variety of administrative and project support duties

Requirements:

· 3+ years of previous like experience within the financial/investment

· Professional verbal and written communication

· Proficient MSOffice skills with ability to learn new software as needed

· Excellent organization, prioritization, and problem-solving skills

· Flexible attitude and ability to meet deadlines

· Experience with portfolio reporting systems, custodial client service platforms, and CRM software

· Team player willing to assist other members as needed

· Bachelors degree or higher