About this role
Client Service Associate at Focus Partners Wealth. Location: Pittsburgh, Pennsylvania, United States. Role: support advisors, manage requests, coordinate with custodians Requirements: Bachelor’s Degree with 1+ years relevant experience; strong communication; proficient in MS Office; Salesforce experience preferred; ability to manage multiple priorities. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Outlook, Word, Excel, PowerPoint, Salesforce Commitment: Full Time Workplace: Hybrid Languages: English