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Client Service Associate

A

Allegheny Financial

Client Service Associate

Pittsburgh, PA
Full Time
Paid
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  • Responsibilities

    Job Description

    Allegheny Financial Group, LTD 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 45 years with a high degree of personal attention in combination with specialized knowledge, an integrated team-based approach and first-class market research. For more information, go to www.alleghenyfinancial.com.

    We presently offer a hybrid work environment, a comprehensive benefits package including a generous time off allowance, a wellness program, volunteer opportunities and multiple social events throughout the year.

    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 to AFG clients. This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Develop sound client relationships by providing exceptional care in answering questions from clients and related contacts via telephone, e-mail and written correspondence
    • Act as the liaison between the client and/or advisor and transactional activities such as opening and funding accounts, facilitating portfolio changes and money movement, and executing and monitoring various investment account activities
    • Support and collaborate with financial advisors for daily client meetings and calendar activities. Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests
    • Master essential trading and money movement processes and procedures
    • Operate within Salentica Engage (CRM) application as the hub for recording confidential client data and activities
    • Utilize eMoney financial planning software to update client portal information and generate reports
    • Maintain Black Diamond portfolio management and reporting platform and produce periodic and ad hoc reports
    • Assist clients with online access to client portal and investment account and market data
    • Meet, greet and/or participate in client meetings as appropriate
    • Onboard new clients and administer related implementation plans
    • Acquire working knowledge in specialized areas of client administration such as estates and retirement

    DESIRED SKILLS AND EXPERIENCE:

    • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds
    • Financial services industry experience is a strong preference
    • FINRA Securities Industry Essentials (SIE) certification preferred, or willingness to obtain upon hire
    • Bachelor’s Degree (preferably in business or related field with two years experience in a fast-paced office preferably in a financial services, legal or accounting environment OR Associate’s Degree combined with relative experience
    • Excellent written and verbal communication skills
    • Advanced user of Microsoft Word, Excel and Outlook
    • Proficient in Teams, OneNote, SharePoint, Zoom and DocuSign
    • Strong attention to detail with high level of accuracy, initiative and follow-through
    • Strong organizational and problem-solving skills
    • Self-motivated and responsible with ability to work effectively both independently and as part of a team
    • Ability to adapt and stay current on software applications, operational procedures and industry regulations

    Company Description

    Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers assistance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. The firm's broker-dealer division, Allegheny Investments, LTD, was founded in 1977, and together the firms have an excess of $4 billion in assets under advisement. For more information, go to www.alleghenyfinancial.com.