<h3>Job Description</h3>
Job Description
Pittsburgh area investment services firm is in need of a Client Relationship Specialist.
 
Responsibilities to include:
<ul>
<li>Responding to and completing client service requests</li>
<li>Completing forms for account opening and administration</li>
<li>Scheduling and preparing materials for client and prospect meetings</li>
<li>Prepare documentation of meeting outcomes in database</li>
<li>Assist in implementing charitable giving and gifting strategies</li>
<li>Assist in preparing firm’s quarterly reporting processes</li>
<li>A variety of related administrative support duties</li>
</ul>
 
Requirements:
<ul>
<li>3+ years of experience related to investment advisory business to include the fundamentals of investment taxation and compliance principles</li>
<li>Bachelors degree or higher</li>
<li>Desire to be part of a client service focused, in-office culture</li>
<li>Professional verbal and written communication skills</li>
<li>Excellent organization, prioritization, and problem-solving skills</li>
<li>Flexible attitude and ability to meet deadlines</li>
<li>Experience with industry reporting and client service platforms as well as CRM software</li>
<li>Proficient MSOffice skills</li>
<li>Willingness and ability to obtain a Series 65 license is a plus</li>
</ul>

Client Relationship Specialist (Investment Services)

Job Description