(412) 281-4080

CLIENT RELATIONSHIP SPECIALIST

LOCATION:
Pittsburgh, PA
STATUS:
Temp to Perm
SALARY/WAGE:
This firm is looking for a team-oriented candidate to: support a Senior Financial Consultant* Produce high quality, detailed work based on established standards, guidelines and procedures* Communicate with clients and internal business groups* Support consultants in the handling and onboarding of client accounts* Arrange account distributions and required minimum distributions* Take trade orders and communicate information to the trading team* Prepare presentations for clients and prospective clients, including financial plans and reviews* Other duties may be assigned*
Contact: 412-281-4080
J. Croyle & Associates, Inc
600 Grant Street
Suite 3020
Pittsburgh, PA 15219
Phone: (412) 281-4080
Fax: (412) 281-8308