Job Description

Fort Pitt Capital Group is actively looking for a Client Relationship Specialist (CRS) to join our Client Service team in Pittsburgh, PA.  The CRS handles operational and administrative tasks involved with financial planning and the wealth management process.  They also work directly with a financial advisor supporting that advisor's book of business.  These tasks include but are not limited to:

• Primary point person for incoming phone calls, greeting clients, mail distribution, scanning, filing and scheduling appointments

• Preparing materials for client and prospect meetings

• Supporting clients' onboarding process

• Updating client accounts in the CRM system

• Assisting with client requests for funds transfers in and out of accounts

• Communicate with custodians to resolve issues

Requirements

• High School Diploma or equivalent is required
• Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
• Communication skills
• Attention to Detail
• Positive attitude

Preferences

• Experience in a Financial Services environment
• One (1) year of administrative or customer service representative experience
• Experience with Schwab Advisor Services, Fidelity WealthCentral / Wealthscape, or TD Ameritrade Institutional

ABOUT THE POSITION

• Reports to the Client Service Manager
• This position has no supervisory responsibilities
• Regular Full-Time
• Work Schedule is Monday – Friday, 8:30 am – 5:00 pm
• Little to no travel is expected for this position

ABOUT US

Fort Pitt Capital Group, LLC is an independent, fee-only investment management firm that provides financial planning, investment management, and fiduciary services to individuals and institutions.  We are a Registered Investment Advisor (RIA) with over $4.9 billion in assets under management. 

Our purpose is to be the trusted advisor for long-term relationships by providing the highest standards in client service and sound, time tested portfolio management. We help people organize their financial lives and manage their portfolios. We operate based on a simple conviction – to do what we believe is best for our clients. Our success is rooted in the genuine care we have for our clients, their lives, and the experience they have with us.

Fort Pitt Capital Group, LLC was formed in 2015 to carry on the traditions and values of Fort Pitt Capital Group, Inc., which was formed in 1995.  Fort Pitt is a wholly owned subsidiary of Focus Operating, LLC.  Fort Pitt has 60 employees, 5 partners, and is headquartered in Greentree, PA with a second location in Harrisburg, PA.  Please visit our website for more information.

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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