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Wealth Management Client Services Associate - Growth
Job in
Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listed on 2026-07-31
Listing for:
H. T. PROF Group
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
H. T. PROF Group is seeking a Client Service Associate for wealth management in Wexford, PA. The role supports Advisors with daily administration, client documentation, and account processing, with exposure to financial planning software and CRM systems.
The ideal candidate has a Bachelor’s degree and at least 2 years in financial services, with a focus on client relationships, Excel proficiency, and a drive toward CFP or similar designation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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