Client Relationship Specialist - Wealth Management

Serve as a key support partner to a senior advisor in managing high-net-worth client relationships

Independently manage and resolve client service requests with accuracy and urgency

Prepare, coordinate, and support client and prospect meetings, including pre-meeting data gathering and post-meeting documentation

Maintain and update CRM and portfolio accounting systems with a high level of accuracy

Oversee account administration including onboarding, maintenance, and complex paperwork processing

Support quarterly client reporting and performance review preparation

Execute and monitor investment and portfolio operations, including:

Portfolio rebalancing and cash flow management

Systematic investment programs (dollar-cost averaging)

Tax-loss harvesting strategies

Required minimum distributions (RMDs)

Trust distribution calculations and reporting

Charitable gifting and complex transfer requests

5+ years of experience in wealth management, investment advisory, or private client services preferred

Strong understanding of portfolio management, investment operations, and advisory compliance workflows

Series 65 or Series 7 license preferred (or equivalent demonstrated industry expertise)

Proven experience with custodial platforms, portfolio accounting systems, and CRM software (Tamarac strongly preferred)

Advanced proficiency in Microsoft Office, especially Excel

Strong judgment, problem-solving ability, and attention to detail in high-volume environments

Ability to work independently while supporting a senior advisor relationship

Excellent communication skills with both clients and internal stakeholders

Bachelor's degree or equivalent professional experience

Ideal Candidate

We are seeking a seasoned wealth management professional who:

Operates with a high level of autonomy and accountability

Has experience handling complex client relationships and operational workflows

Thrives in a structured, in-office, team-oriented environment

Pittsburgh, PA Full-Time On-Site (5 Days/Week) $80,000-$100,000

We are a privately held, independent SEC-registered investment advisory firm based in Pittsburgh, PA. Since 1983, we have provided fee-only investment and wealth management services to individuals, high-net-worth clients, corporate entities, government organizations, and nonprofit institutions.

We are seeking a mid-to-senior level Client Relationship Specialist (CRS) to join our team in a replacement role due to retirement . This is a career-level opportunity for an experienced wealth management professional who can operate with a high degree of independence, precision, and client responsibility within a sophisticated advisory environment.

This role is best suited for a professional who is already established in investment advisory or wealth management operations and is seeking a long-term position with a stable, client-focused firm., $80,000 to $100,000 annually, based on experience

Full-time, on-site position (5 days per week)

Established firm with long-term client relationships and stable leadership

Opportunity to step into a key role replacing a retiring senior team member

Company Description About Murtech Staffing & Solutions - We are a National Staffing Services Company with a team dedicated to solving the unique staffing challenges for our clients. The essence of Murtech is built in our Core Values: Integrity, Passion and Work Ethic. We apply these values to provide professional career development for both our employees and candidates. Company Description About Murtech Staffing & Solutions - We are a National Staffing Services Company with a team dedicated to solving the unique staffing challenges for our clients. The essence of Murtech is built in our Core Values: Integrity, Passion and Work Ethic. We apply these values to provide professional career development for both our employees and candidates.