Client Service Associate
Full-time
Location: Pittsburgh, PA
Description:
Professional, highly competent administrative support position to work directly with an experienced multi-advisor team. This individual must possess the ability to work closely with both the advisors and support individuals within the team and the greater firm as a whole. Strong communication skills, excellent work ethic and superior customer service skills are a necessity and considered imperative to measurable job performance. Ability to process a high level of workflow independently is required.
General Duties:
Support all facets of the entire team. Individual must complete various tasks as assigned with a high level of diligence to see project from start to finish. Basic tasks will include but not be limited to:
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Coordination of multiple schedules including setting client meetings
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Client review meeting presentation preparation
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Client communication including answering phone calls and greeting clients
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Assist with quarterly portfolio reports
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All project work as assigned
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General clerical functions for the firm (typing, filing, phones, etc.)