Client Services Specialist
About The Position
Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member’s contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive. The Client Service Specialist serves as a vital front-line representative of Signature Wealth and plays a key role in delivering an exceptional client experience. This individual provides administrative and client service support while serving as the first point of contact for clients, visitors, and prospective clients. Working within our Ensemble Practice Model, this role collaborates closely with advisors and internal teams to ensure a seamless, welcoming, and high-touch client experience.
Requirements
- Strong client service mindset with a passion for helping others
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Exceptional attention to detail and follow-through
- Professionalism, discretion, and emotional intelligence
- Ability to work collaboratively while managing responsibilities independently
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
- Ability to learn and navigate CRM systems and financial platforms
- Strong computer and technology skills
- Administrative or client service experience required
- Strong customer service and relationship management skills
Nice To Haves
- Bachelor's degree preferred; equivalent experience will be considered
- Financial services experience preferred but not required
Responsibilities
- Serve as the primary point of contact for clients, visitors, and vendors
- Answer and route incoming phone calls, emails, mail and messages
- Maintain a professional and welcoming reception area and meeting spaces
- Coordinate meeting room scheduling and meeting preparation
- Manage advisor calendars and assist with scheduling client meetings and reviews
- Assist with scanning, filing, CRM updates, and document organization
- Process routine client service requests including account updates, money movements, beneficiary changes, and account access requests
- Open brokerage and custodial accounts while ensuring all required documentation is complete and accurate
- Support client offboarding activities, including account closures, asset transfers, and final documentation
- Support client events, welcome gifts, and "Raving Fan" opportunities
- Support internal projects and cross-departmental initiatives
- Maintain accurate records and uphold strict confidentiality standards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
