Administrative - Client Account Specialist

Client Account Specialist

Fragasso Financial Advisors is a Pittsburgh-based wealth management firm. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.

We are currently seeking an experienced, detail-oriented individual for our Client Account Specialist position located at our McMurray office. This position offers a hybrid, remote work schedule after training is completed. 

This position is responsible for supporting our Financial Advisors and providing excellent service to our clients. As a Client Account Specialist (CAS) you will:

• Provide timely administrative support to clients and Financial Advisors, including handling daily transactions while adhering to compliance and regulatory policies
• Resolve client questions and/or concerns regarding existing or prospective accounts
• Provide and advise on the proper paperwork required, review all documentation for completeness and accuracy, facilitate asset transfers, contacting necessary persons to obtain information to complete final transfers
• Maintain client confidence and protect operations by keeping information confidential
• Maintain accurate notes in our CRM (Salesforce); documenting client contact and status of actions to ensure updated files and records
• Interact with back office to ensure compliance guidelines, research of issues, and obtain updates
• Follow up and resolve notifications
• Provide office management assistance for the branch, including managing supplies and communicating with vendors
• Communicate effectively with team members and assume responsibility for outcomes
• Promote and participate in firm-sponsored events
• Complete other duties as assigned by Manager

We seek someone who enjoys interacting with clients and has proven administrative experience. To be considered for this position, you should possess the following qualifications:

• Two plus years of experience in a clerical position, preferably with a financial investment firm
• Bachelor’s degree desired but not required
• Excellent customer service and communication skills
• Experience utilizing customer relationship management (CRM) systems. Salesforce a plus!
• Strong PC skills, including Microsoft Office

Fragasso offers an excellent benefit package, including medical, dental, vision, 401k, profit sharing, company-paid life insurance, and an Employee Stock Ownership Plan (ESOP).

Fragasso Financial Advisors also received “Best Places to Work” awards last year by the Pittsburgh Business Times and Investment News.

Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor.