Client Relationship Associate
$75k/y-$85k/y
SolomonEdwards16 hours ago
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OnsiteFull-timeMid
Summary
SolomonEdwards is seeking a Client Relationship Associate to join their team in downtown Pittsburgh, PA. The role involves supporting a Wealth Advisory Team with all aspects of client relationships.
About the Role
As a Client Relationship Associate, you will provide comprehensive support to the Wealth Advisory Team, perform data collection, build presentations for client meetings, attend client meetings, and establish rapport with clients. You will also partner with external advisors and execute special assignments as needed.
About You
Required:
- Bachelor's degree in Business, Communications, or Financial Planning.
- Three or more years of related experience working with financial clients.
- Series 65 or 66 required within 180 days of employment.
- Proficient in Microsoft Office: Word, PowerPoint, OneNote, and Excel.
- Strong entrepreneurial drive, work ethic, and communication skills.
Preferred:
- CFP preferred.
- Ability to collaborate with peers and succeed in a team environment.
- Excellence in time management and attention to detail.
- Experience with Salesforce or another CRM system.
Benefits
- Competitive salary range of $75k–$85k.
- Comprehensive benefits package.
SolomonEdwards
We are a full-service professional services firm offering financial, operational and technology consulting and operations support. Whether you need specialized consulting services or additional support to execute key initiatives, we bring the right people and expertise together to turn business challenges into value-creation opportunities.
Pittsburgh, PA