We are committed to providing top-tier financial services to our clients, and we believe that our success starts with exceptional talent. We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic Wealth Management team in Pittsburgh. This role is your gateway into the exciting world of Wealth Management, offering exposure to various financial products and services while supporting our clients throughout the life of their accounts.

Your Role:

As a Client Services Associate , you will provide critical support across multiple Operations teams, ensuring smooth processes related to Investment Management, Banking, and Loan products. From account openings to reconciliations, your contributions will ensure that client accounts are managed with precision and care.

Key Responsibilities:

• Enter and review sensitive client information across multiple systems with accuracy and confidentiality.
• Manage documents through scanning, filing, and maintaining vaults, ensuring all records are secure and well-organized.
• Handle incoming and outgoing mail, including checks, proxies, loan documentation, and client communications, ensuring timely and secure delivery.
• Assist in various projects that enhance operational efficiency and client satisfaction.

What You’ll Bring:

• A meticulous approach to handling critical data with accuracy and timeliness.
• Strong written and oral communication skills to provide excellent client service.
• Experience with Microsoft Office products, ensuring smooth document and data management.
• Ability to prioritize and manage multiple tasks in a fast-paced, evolving environment.
• Thrive both in collaborative team settings and when working independently to meet deadlines.

Preferred Qualifications:

• Experience in data entry, ensuring accuracy in client information processing.
• Experience in banking or financial services.
• Experience with fiduciary services is a plus, providing an edge in understanding complex financial processes.

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