Client Service Associate: Retirement Plans | Pittsburgh, Pennsylvania

Reference Number: MHH7056
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a nationally recognized wealth management firm located in Pittsburgh in the search for a Client Service Associate: Retirement Plans. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues
  • Manage the client onboarding process for HNW clients
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and meetings
  • Assist in the development of marketing materials
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree
  • 2+ years’ experience with a financial services or RIA firm working with HNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Pittsburgh, Pennsylvania

Reference Number: MHH7056

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