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We're seeking a sharp, motivated Junior Client Service Associate to join a high-performing wealth management team in Pittsburgh. This is an exciting opportunity to support a group of top advisors while learning the ins and outs of financial services operations.

Responsibilities:

• Provide direct administrative and operational support to a team of Financial Advisors and Associates
• Maintain accurate client records and data across multiple internal systems
• Process new client account forms, updates, and service requests
• Assist with preparation of client portfolio materials, quarterly reports, and presentation decks
• Handle document management and basic office functions including scheduling, filing, and phone coverage

Requirements:

• Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent experience)
• Strong proficiency in Microsoft Office
• High attention to detail, strong organizational skills, and a proactive mindset
• Team-oriented with a positive attitude and willingness to learn new systems and processes
• Strong sense of confidentiality and discretion

If you're detail-oriented, tech-savvy, and thrive in a fast-paced, professional setting, we'd love to connect with you, so apply today!

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