Client Service Associate

Location: Pittsburgh, PA

Department: Finance and Accounting

Type: Full Time

Min. Experience: Mid Level

Duncan Financial Group, headquartered in Irwin, PA  is in immediate need for a Client Service Associate to support our internal and external financial advisers. The Client Service Associate will provide both operational and sales support.

Job Responsibilities and Duties:

  • Provide account information to clients and financial advisors
  • Process paperwork and submit electronically to broker/dealer
  • Provide superior customer service and ensure that all service requests are handled in a timely and accurate manner
  • The candidate must possess strong organizational, communication and time management skills. They must have a high attention to detail. They must also be proficient in Microsoft Excel, Word.
  •  Series 7 is mandatory
  •  Series 66, 63 or 65 is preferred.

A Bachelor’s Degree and or 2 years of industry experience is required

Duncan Financial Group offers a competitive salary and comprehensive benefits package. All inquiries must include salary requirements to be considered

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