Operations Associate (Financial Services)

The Bahnsen Group•Cranberry Twp, PA

3d•Onsite

About The Position

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Operations Team at the Bahnsen Group is an integral part of achieving this vision. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 90+ employees. The firm manages over $8.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department. The role is a full-time, in-office position in our new Pittsburgh office in the Cranberry Township (Southwest Butler County). This is a unique opportunity to provide operational support to advisors and clients alike. The role is highly engaging and fast-paced, offering daily opportunities to touch clients and impact their lives. You will be the advisor's right-hand person in driving the client experience. We are targeting a start date in mid-March 2026.

Requirements

Minimum of 3 years of administrative experience (customer service experience plus)
Strong organizational skills
Attention to detail
Excellent written and oral communication skills
Proficiency in MS Office applications (Word, Excel)

Responsibilities

Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions, and tax payments
Monitor and confirm transactions in client accounts to ensure timely and accurate completion
Liaison between the custodian and client
Client service and communications
Go-to person for advisors and clients
Client hospitality and service
Front desk telephone and front office work