Client Services Specialist

Client Service Specialist

Lead with purpose. Partner with impact.

Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member's contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive.

The Client Service Specialist serves as a vital front-line representative of Signature Wealth and plays a key role in delivering an exceptional client experience. This individual provides administrative and client service support while serving as the first point of contact for clients, visitors, and prospective clients.

Working within our Ensemble Practice Model, this role collaborates closely with advisors and internal teams to ensure a seamless, welcoming, and high-touch client experience.

What You'll Do:

• Serve as the primary point of contact for clients, visitors, and vendors
• Answer and route incoming phone calls, emails, mail and messages
• Maintain a professional and welcoming reception area and meeting spaces
• Coordinate meeting room scheduling and meeting preparation
• Manage advisor calendars and assist with scheduling client meetings and reviews
• Assist with scanning, filing, CRM updates, and document organization
• Process routine client service requests including account updates, money movements, beneficiary changes, and account access requests
• Open brokerage and custodial accounts while ensuring all required documentation is complete and accurate
• Support client offboarding activities, including account closures, asset transfers, and final documentation
• Support client events, welcome gifts, and "Raving Fan" opportunities
• Support internal projects and cross-departmental initiatives
• Maintain accurate records and uphold strict confidentiality standards

What You Bring :

• Strong client service mindset with a passion for helping others
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Exceptional attention to detail and follow-through
• Professionalism, discretion, and emotional intelligence
• Ability to work collaboratively while managing responsibilities independently
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
• Ability to learn and navigate CRM systems and financial platforms
• Strong computer and technology skills
• Bachelor's degree preferred; equivalent experience will be considered
• Administrative or client service experience required
• Financial services experience preferred but not required
• Strong customer service and relationship management skills

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

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Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.