Client Service Associate, Private Wealth
The Coury FirmPittsburgh, Pennsylvania, United States
Posted November 25, 2025
Full Time
About the Company
The Coury Firm is a private wealth management firm that values excellence, collaboration, and long-term growth.
Job Description
The Client Service Associate will be responsible for directly supporting the Firm's Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters.
Requirements
- Bachelor's Degree, with two or more years related experience
- Series 65 or 66 to be obtained within 180 days of employment
- Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
Benefits
- Competitive base salary with performance-based bonus opportunities
- Comprehensive medical, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (PTO) and paid holidays
- Continuing education and professional development support (e.g., CFP/CPA/Series 65/66 prep and renewals)
- Life and disability insurance
- Opportunities for career advancement within a growing, entrepreneurial firm
- Collaborative, team-oriented work culture