Client Relationship Specialist (Financial Services)
Pancoast Staffing Services, Inc.
Job Description
Job Description
Pittsburgh area investment services firm is in need of a Client Relationship Specialist.
Responsibilities to include:
- Responding to and completing client service requests
- Completing forms for account opening and administration
- Scheduling and preparing materials for client and prospect meetings
- Prepare documentation of meeting outcomes in database
- Assist in implementing charitable giving and gifting strategies
- Assist in preparing firm’s quarterly reporting processes
- A variety of related administrative support duties
Requirements:
- 3+ years of experience related to investment advisory business to include the fundamentals of investment taxation and compliance principles
- Bachelors degree or higher
- Desire to be part of a client service focused, in-office culture
- Professional verbal and written communication skills
- Excellent organization, prioritization, and problem-solving skills
- Flexible attitude and ability to meet deadlines
- Experience with industry reporting and client service platforms as well as CRM software
- Proficient MSOffice skills
- Willingness and ability to obtain a Series 65 license is a plus
Vacancy posted 4 days ago
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