Client Service - Client Service Associate

Kestra • Pittsburgh, PA

3d • Onsite

About The Position

The Client Service Associate (CSA) supports a high-touch wealth management experience by coordinating operational and administrative workflows, assisting with financial planning preparation, and serving as a liaison among clients, Financial Advisors, and internal operational teams. The role is suited to a detail-oriented professional who values client interaction and seeks to build or advance a career in wealth management, client service, or paraplanning. This is an in-office position in Pittsburgh.

Requirements

• Minimum 1–3 years of direct client service, administrative, operations, or financial services experience.
• Experience with Microsoft Office, CRM software, and custodial and portfolio platforms.
• Strong communication skills, sound judgment, and commitment to confidentiality and a high-quality, collaborative client experience.
• Strong organization and attention to detail, with the ability to adapt quickly, manage multiple priorities, exercise accountability, and follow through in a fast-paced team environment.

Nice To Haves

• Bachelor’s degree preferred.
• Experience in a wealth management firm environment.
• Experience with Salesforce preferred.

Responsibilities

• Respond to client inquiries, service requests, scheduling needs, documentation requests, and routine account matters.
• Prepare and process client paperwork, account forms, transfers, distributions, deposits, reports, and meeting materials accurately.
• Maintain client records, meeting notes, contact history, and follow-up items in CRM and document management systems.
• Anticipate client needs, communicate status updates, and follow through on commitments to support a professional client experience.
• Assist advisors with meeting preparation, agendas, client reports, appointment scheduling, and post-meeting follow-up.
• Coordinate with custodians, the broker-dealer, carriers, internal operations, and other partners to complete service requests.
• Research routine questions, gather information, and resolve or escalate more complex matters to the advisory team, managers, or specialized resources.
• Follow established processes for document control, account maintenance, client communications, and service workflows.
• Support client appreciation and educational events, mailings, reporting, CRM maintenance, and office projects as needed.
• Identify opportunities to improve client service, workflow efficiency, and team coordination.

Benefits

• Competitive pay and benefits package.
• 401(k).
• Health insurance.
• Supportive, collaborative work environment.
• Training, development, and long-term growth opportunities within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed