Client Service Associate (Wealth Management)
Location: Monroeville, PA (In-Office)
Pay: $23.00–$27.00 per hour, based on experience
Benefits: Full benefits package, 401(k) with company match, PTO, paid holidays, and discretionary bonus eligibility
Join a Growing Wealth Management Firm
Alto Financial Group is a growing, education-focused wealth management firm dedicated to helping individuals and families make informed financial decisions. We pride ourselves on exceptional client service, professionalism, and building lasting relationships.
We're looking for a Client Service Associate who enjoys helping people, thrives in a professional office environment, and takes pride in providing outstanding client support.
This is not a sales or financial advisor assistant role. Your success will be measured by the quality of service you provide, your attention to detail, and your ability to build trusted relationships through exceptional client support.
As a growing firm, we value team members who enjoy variety in their work. While your primary focus will be client service, you'll also have opportunities to assist with client events, marketing initiatives, and special projects that support the continued growth of our firm.
What You'll Do
- Serve as a primary point of contact for client service requests and account support.
- Deliver an exceptional client experience through professional, responsive communication.
- Support new client onboarding and ongoing account maintenance.
- Process account paperwork, transfers, updates, and service requests accurately and efficiently.
- Maintain organized and accurate client records within CRM systems.
- Coordinate with advisors, custodians, insurance carriers, and internal team members.
- Track outstanding items and ensure timely follow-through.
- Assist with client events, marketing initiatives, and special projects that enhance client experience and support firm growth.
- Help improve office processes and contribute to a collaborative team environment.
What We're Looking For
- Two or more years of experience in client service, banking, insurance, wealth management, healthcare administration, legal, or another professional office environment.
- Professional written and verbal communication skills.
- Exceptional organizational skills and attention to detail.
- Experience using CRM systems, Microsoft 365, and other business technology.
- Ability to manage multiple priorities while maintaining accuracy.
- Dependable, proactive, and team oriented.
- A genuine desire to build long-term client relationships through outstanding service.
- Interest in a stable, long-term career with a growing company.
You'll Thrive Here If You
- Enjoy helping people.
- Take ownership of your work.
- Follow through on details.
- Learn new systems quickly.
- Communicate professionally and confidently.
Compensation & Benefits
- $23.00–$27.00 per hour, based on experience.
- 401(k) with company match.
- Health, dental, and vision insurance.
- Generous PTO program and paid holidays.
- Eligibility for discretionary bonuses based on firm performance and individual contributions.
- Paid training and support to learn our systems and processes.
- Professional development and opportunities for growth within a stable, expanding firm.
Schedule
- Full-time
- Monday–Friday
- 8:30 a.m. – 5:00 p.m.
- In-office (Monroeville, PA)
- Occasional travel including to our State College office.
Apply Today
Please submit your resume along with a brief note telling us why you're interested in joining Alto Financial Group and what makes you a strong fit for this role.
We review applications as they are received and encourage qualified candidates to apply promptly.
Pay: $23.00 - $27.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Are you legally authorized to work in the United States without requiring employer sponsorship now or in the future?
- This position requires frequent client communication by phone, email, and in-person. Are you able to communicate professionally and effectively in English in a client-facing environment?
Ability to Commute:
- Monroeville, PA 15146 (Preferred)
Work Location: In person
