Client Service - Client Service Associate
About The Position
The Client Service Associate (CSA) plays a pivotal role in delivering a seamless, high-touch experience across all stages of the wealth management process at Coghill Investment Strategies. The role coordinates operational and administrative workflows, supports financial planning preparation, and serves as a liaison between clients, Financial Advisors, and internal operational teams. It is suited to a detail-oriented professional who values precision and client interaction and is motivated to build or advance a career in wealth management, client service, or paraplanning. This is an in-office position at the company's Pittsburgh location. The firm provides personalized wealth management solutions and a concierge-style service model, working collaboratively with clients' tax and legal advisors. Investment portfolios are managed using traditional investment theory enhanced with global macro analysis.
Requirements
- Strong organizational skills with a high degree of accuracy and reliability.
- Excellent professional, empathetic, and client-focused communication skills.
- Ability to manage multiple priorities in a deadline-driven environment.
- Diligent follow-through and proactive communication.
- Ability to adapt quickly in a fast-moving environment where client needs evolve.
- Ability to collaborate closely with advisors and teammates.
- Interest in financial planning, wealth management operations, or paraplanning.
Nice To Haves
- Prior experience in financial services, insurance, or investment operations.
Responsibilities
- Serve as the primary connection point between Financial Advisors and internal Operations to ensure client service needs are executed accurately and on time.
- Translate advisor and client requests, including account openings, money movement, transfers, and updates, into actionable processing steps.
- Prepare and gather client data for financial plans, reviews, cash-flow updates, and investment discussions, including statements, insurance documents, and employer benefit information.
- Prepare for client meetings by organizing planning documents, updating CRM records, and ensuring required materials are accurate and complete.
- Assist with implementing investment or planning recommendations, such as updating allocations, initiating transfers, and coordinating follow-ups.
- Collaborate with advisors on financial plan components, including data organization, initial analysis, and entry into financial planning software as appropriate for the role and licensing.
- Review client information for completeness and accuracy ahead of planning meetings.
- Track planning-related action items and ensure investment, insurance, cash-flow, estate, and tax-coordination recommendations are followed through to completion.
- Maintain high-quality client documentation in alignment with planning and compliance standards.
- Own follow-up processes by monitoring progress, communicating updates, and confirming execution of client-related tasks.
- Partner with Operations to troubleshoot issues and resolve delays while maintaining a smooth, proactive client experience.
- Communicate warmly, clearly, and professionally with clients to build trust and confidence.
- Anticipate client needs by checking on open items and ensuring tasks are not missed.
- Contribute to consistent, service-focused long-term client relationships.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
