Client Service Coordinator (Financial Services)

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