32 Client Service Associate - Harrisburg, PA (In-Office) Jobs in Harrisburg, PA
Fort Pitt Capital Group, LLC is Hiring a Client Service Associate - Harrisburg, PA (In-Office) Near Harrisburg, PA
- Collaborate directly with Financial Advisors to assist clients
- Manage client cash needs including withdrawals, deposits, contributions, distributions, and posting checks
- Handle the required minimum distribution (RMD) process, including calculations, client notifications, processing, and monitoring
- Coordinate with external professionals (e.g., accountants, attorneys, trustees) and internal team members to meet client needs, especially during tax season and for pledged asset lines
- Schedule and confirm client reviews and appointments
- Oversee the onboarding process for new clients
- Maintain the customer relationship management (CRM) database with accurate client account data and contact details
- Organize and maintain both physical and digital client files per standard operating procedures
- High School Diploma or equivalent is required
- Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
- Preferred: Customer service experience and prior experience in a Financial Services environment
- Strong communication skills (both written and verbal)
- Excellent attention to detail
- Teamwork and collaboration skills
- Problem-solving abilities
- Effective time management
- Positive attitude and initiative
- Location: Harrisburg, PA location (Downtown)
- Reporting To: Client Service Manager
- Schedule: Monday – Friday, 8:30 am – 5:00 pm
- Some evening and weekend work may be required as job duties demand
- Work Arrangement: After 6-months, 4 days in-office and 1 day remote
- Employment Type: Full-Time (40 hours per week), Exempt (No Overtime)
- Travel: Little to no travel required
- Compensation: Competitive base salary
- Medical/Prescription, Vision, and Dental Insurance (100% employer-paid for employee-only coverage, depending on the plan)
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- 401(k) Profit Sharing Plan
- 12 Paid Holidays
- 4 weeks of Paid Time Off (PTO), prorated in the first year
Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Job Summary
Full Time
Investment Management
$55k-71k (estimate)
06/24/2024
07/22/2024
fortpittcapital.com
Pittsburgh, PA
50 - 100
Investment Management
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The job skills required for Client Service Associate - Harrisburg, PA (In-Office) include Client Service, Customer Service, Initiative, Teamwork, Microsoft Office, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate - Harrisburg, PA (In-Office). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate - Harrisburg, PA (In-Office). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate - Harrisburg, PA (In-Office) positions, which can be used as a reference in future career path planning. As a Client Service Associate - Harrisburg, PA (In-Office), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate - Harrisburg, PA (In-Office). You can explore the career advancement for a Client Service Associate - Harrisburg, PA (In-Office) below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.
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