Client Service Associate at PIA

Join PIA as a Client Service Associate, where you'll provide specialized administrative support to Investment Advisors. This role emphasizes high client service standards and collaboration with team members.

In this key frontline position at PIA, you will support an Investment Advisor or multiple Advisors with diverse assignments. Your responsibilities include client correspondence, maintaining marketing materials, and ensuring compliance with account documentation. You'll be crucial in delivering a superior client experience and handling inquiries effectively.

Key Responsibilities

  • Provide dedicated administrative support to Investment Advisors
  • Maintain and compile client information packages
  • Adhere to compliance requirements rigorously
  • Respond to client inquiries via phone, mail, and electronically
  • Ensure high client service standards during every interaction

Requirements

  • 1–2 years of relevant administrative or banking experience
  • Strong communication and relationship-building skills
  • Familiarity with wealth management and investment products
  • Ability to work confidentially and independently
  • Detail-oriented approach with exacting standards

Elevate your career by delivering exemplary client service and supporting the success of Investment Advisors at PIA.

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