Job Information
Fort Pitt Capital Group, LLC Client Service Associate - Harrisburg, PA (In-Office) in Harrisburg, Pennsylvania
Fort Pitt Capital Group – an independent Registered Investment Advisor (RIA) – is currently seeking a Client Service Associate (CSA) to join our Harrisburg team. The CSA plays a crucial role in supporting the client relationship by handling operational and administrative tasks involved in financial planning and wealth management. The CSA works directly with a Financial Advisor, supporting that advisor’s book of business. This is a non-licensed position and does not provide advice to clients.
Key Responsibilities
Collaborate directly with Financial Advisors to assist clients
Manage client cash needs including withdrawals, deposits, contributions, distributions, and posting checks
Handle the required minimum distribution (RMD) process, including calculations, client notifications, processing, and monitoring
Coordinate with external professionals (e.g., accountants, attorneys, trustees) and internal team members to meet client needs, especially during tax season and for pledged asset lines
Schedule and confirm client reviews and appointments
Oversee the onboarding process for new clients
Maintain the customer relationship management (CRM) database with accurate client account data and contact details
Organize and maintain both physical and digital client files per standard operating procedures
Qualifications
High School Diploma or equivalent is required
Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
Preferred: Customer service experience and prior experience in a Financial Services environment
Ideal Candidate Attributes
Strong communication skills (both written and verbal)
Excellent attention to detail
Teamwork and collaboration skills
Problem-solving abilities
Effective time management
Positive attitude and initiative
Position Details
Location : Harrisburg, PA location (Downtown)
Reporting To : Client Service Manager
Schedule : Monday – Friday, 8:30 am – 5:00 pm
Some evening and weekend work may be required as job duties demand
Work Arrangement : After 6-months, 4 days in-office and 1 day remote
Employment Type : Full-Time (40 hours per week), Exempt (No Overtime)
Travel : Little to no travel required
Compensatio n: Competitive base salary
Benefits
Fort Pitt offers a comprehensive and competitive total rewards package, including:
Medical/Prescription, Vision, and Dental Insurance (100% employer-paid for employee-only coverage, depending on the plan)
Health Savings Account (HSA) or Flexible Spending Account (FSA)
401(k) Profit Sharing Plan
12 Paid Holidays
4 weeks of Paid Time Off (PTO), prorated in the first year
About Fort Pitt Capital Group
Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.
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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