Client Coordinator Finance Jobs

1 job found

Today

Client Service Coordinator (Financial Services)

Pancoast Staffing Services Pittsburgh, PA

Pittsburgh, PA

Today

$60k - $70k/yr Full time Client Coordinator Client Relations Client Service

Apply Now

Job Description

This Client Service Coordinator role supports a Pittsburgh-area investment services group by managing client service requests, assisting with account administration, and coordinating client and prospect meetings. The position also contributes to reporting support and a range of administrative and project tasks.

Key Responsibilities

Handle and complete client service requests from start to finish
Complete required forms for account opening and ongoing account administration
Complete Required Minimum Distributions (RMDs)
Manage scheduling and prepare materials for client and prospect meetings
Track meeting outcomes in the firm’s CRM software
Support the implementation of the firm’s giving and gifting practices
Assist with quarterly and yearly reporting requirements
Provide additional administrative and project support as needed

Required Qualifications

3+ years of relevant experience in financial and/or investment services
Bachelor’s degree or higher
Strong professional verbal and written communication skills
Proficient MS Office skills, with the ability to learn new software systems as needed
Excellent organization, prioritization, and problem-solving skills
Flexible, deadline-oriented approach
Experience with portfolio reporting systems, custodial client service platforms, and CRM software
Team-oriented mindset with willingness to support others as needed

Technology

MS Office
CRM software

Compensation and Work Location

Salary: USD 60,000 - 70,000 per year.

Location: Pittsburgh, PA, onsite (in person).

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

View full job page →

Get Client Coordinator Finance Jobs alerts

New Client Coordinator Finance Jobs, daily.