Pennsylvania Financial Group in Sewickley, PA is seeking a Client Service Associate to support financial planning and client service efforts. You will interact with Investment Advisor Representatives and help with administrative tasks in a fast-paced, client-focused office environment.
The role emphasizes strong communication, accuracy, and proactive relationship building, with duties spanning meeting prep, data entry, and marketing support. This is a full-time, in-office position. #J-18808-Ljbffr
The role emphasizes strong communication, accuracy, and proactive relationship building, with duties spanning meeting prep, data entry, and marketing support. This is a full-time, in-office position. #J-18808-Ljbffr
Client Success & Operations Associate in sewickley at Unknown Company
This position is listed as full time and onsite.