Brokerage Registered Client Service Associate - Pittsburgh, PA

Provide in-office servicing and support for Financial Advisors by helping manage client needs, assisting with financial plans, investment research, and executing trades as directed. Handle client orders, corporate actions, appointment scheduling, and client record maintenance. Support business development by contacting prospective investment clients from internal and bank leads, while also ensuring accurate new business paperwork submission, authentication standards, and coordinated reporting follow-up.