- Company: Get A Job.ai
- Location: United States
- Salary: Pay not listed
Website Get A Job.ai
Represented by Get A Job.ai
About This Opportunity
Our talent team is representing a confidential wealth management organization seeking a Client Support Specialist for their Greater Pittsburgh, PA area location. This role serves high net worth clients with complex service and investment needs, focusing on relationship enhancement and business development in a fast-paced, team-oriented environment.
Important: Your primary residence must be located within a 90 mile radius of the Pittsburgh, South Hills area at the time of application. Immigration sponsorship is not available for this position.
Responsibilities
- Engage with customers via inbound calls, responding to inquiries including product and service guidance
- Process transactions including options, equities, mutual funds, and fixed income trades
- Deliver efficient resolution for various client situations by owning case management, researching issues, and communicating solutions
- Uncover opportunities and identify products and services that enhance clients' financial success
- Partner with Financial Consultants to discuss enhanced service offerings with clients
- Collaborate with internal business partners to research and resolve complex client requests
- Conduct proactive outbound calls to communicate resolutions or secure additional information
What We're Looking For
Required Qualifications:
- Series 7 license (active and current)
- Series 63 license or ability to obtain within 90 days
- 2-3 years of previous financial services experience
Essential Skills:
- Broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support, and problem resolution skills
- Strong verbal and written communication skills
- Ability to effectively influence others
- Robust time management and organizational skills
How We Work With You
When you apply through Get A Job.ai, our recruiting team will review your qualifications and conduct an initial screening. If there's a strong match, we'll submit your profile to our client for consideration. Please do not contact the client directly—all communication and coordination will flow through our team to ensure the best experience for everyone involved.
Pay
Compensation details will be discussed during the screening process with our recruiting team.
Equal Opportunity: Get A Job.ai is committed to inclusive hiring practices and welcomes candidates from all backgrounds to apply.
Apply with Get A Job.ai
A recruiter will review your profile and submit you to the client. Do not contact the client directly.
Apply through Get A Job.ai. A recruiter will review your profile and submit you. Do not contact the client directly.
Apply through Get A Job.ai. A recruiter will review your profile and submit you.
Explore Get A Job.ai online
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
National job openings rate: 4.4% — via BLS JOLTS
Private-sector wage growth (year over year): 3.1% — via FRED
National quits rate: 2.0% — via FRED (BLS JOLTS)
Weekly initial unemployment claims: 196,000 — via FRED
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Real GDP growth in US: 2.2% (annual) — via World Bank
Average hours worked per year in US: 1,800 — via OECD
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Listing facts
- Role Client Support Specialist – Greater Pittsburgh, PA Area
- Employer Get A Job.ai
- Location United States
- Type Full Time
- Pay (from listing) Pay not listed
- Posted September 24, 2026
- Apply by October 24, 2026
- Country United States
- Overview Full job description on this page (328 words)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
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