Client Service Associate in Pittsburgh, Pennsylvania
Listed on 2026-09-07
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Finance & Banking
Office Administrator/ Coordinator, Bank Customer Service -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Bank Customer Service
Client Service Associate
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
A reputable financial firm is seeking a skilled and professional Client Service Associate to support financial advisors and manage back-end client account operations. This person will work behind the scenes and help deliver exceptional service to clients. This firm offers competitive wages, increased earning potential, and room for growth from within!
Key Responsibilities:
- Provide high level administrative support to a team of financial advisors
- Onboard and maintain new client accounts, optimizing operational efficiencies
- Enter client calls and manage all related documentation for completed deals
- Communicate with clients while maintaining a high level of professionalism
Requirements:
- 2+ years of experience as a Client Service Associate at a financial services company or equivalent
- Ability to thrive in a fast-paced environment while juggling multiple priorities
- Microsoft Office Suite proficiency
Ready to support top-tier advisors and deliver premium client service? Apply now! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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