Job DescriptionAllegheny 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 combined with specialized knowledge, an integrated team-based approach, and first-class market research.
For more information, go to .We presently offer a hybrid work environment and 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, organized Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group.
This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.ESSENTIAL DUTIES AND RESPONSIBILITIES:Develop sound relationships with new and existing clients.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.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.Operate within Salentica Engage (CRM) application.Utilize eMoney financial planning software to update client portal information and generate reports.
Assist clients with online access to their client portal, investment accounts and market data.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 preference.Bachelors Degree preferred, or an Associates Degree combined with related experience.Advanced user of MS Office Suite.Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.Strong attention to detail with a high level of accuracy, initiative, and follow-through.Self-motivated and responsible with the ability to work effectively both independently and as part of a team.