Description
Take on the role of Investment Customer Service Associate at PIA, providing exceptional support to Investment Advisors and enhancing client interactions. This role prioritizes attention to detail and proactive communication.
At PIA, you will work with investment professionals, managing client correspondence and administrative tasks. Your adherence to compliance requirements and exemplary client service will be critical in maintaining strong relationships. This is an ideal opportunity for someone seeking to contribute to a high-performance team.
Key Responsibilities:
• Assist Investment Advisors with diverse administrative responsibilities
• Correspond with clients and maintain accurate records
• Ensure compliance with all account documentation requirements
• Deliver prompt responses to client queries
• Uphold superior standards for client service and interactions
Requirements:
• 1–2 years experience in banking or administration
• Ability to communicate and...
At PIA, you will work with investment professionals, managing client correspondence and administrative tasks. Your adherence to compliance requirements and exemplary client service will be critical in maintaining strong relationships. This is an ideal opportunity for someone seeking to contribute to a high-performance team.
Key Responsibilities:
• Assist Investment Advisors with diverse administrative responsibilities
• Correspond with clients and maintain accurate records
• Ensure compliance with all account documentation requirements
• Deliver prompt responses to client queries
• Uphold superior standards for client service and interactions
Requirements:
• 1–2 years experience in banking or administration
• Ability to communicate and...
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