Client Service Administrator

Full-time, salaried non-exempt position.

Our firm:

Gibson Capital, LLC is an SEC Registered Investment Advisory firm based in Wexford, PA. Our firm was founded in 1989 and has been recognized by Investment News and the Pittsburgh Business Times as one of the Best Places to Work. We provide comprehensive fee-only portfolio advisory services based on a strategic asset allocation approach. We currently manage approximately $2.5 billion in assets for about 230 high-net-worth individuals, foundations, and retirement plans nationwide.

The position:

We are seeking an experienced candidate to join our office as a Client Service Administrator (CSA). The CSA’s responsibilities involve a wide range of duties that support the advisory team in maintaining a high level of client service for an assigned group of client relationships. Responsibilities are centered primarily on portfolio accounting, client service, and client reporting.

In this role, you’ll make a positive impact in the following ways:

• Act as day-to-day point of contact and subject matter expert for our advisory team
• Oversee assigned client accounts, providing swift response to client or advisor requests, efficient problem resolution, operational and regulatory compliance, and risk mitigation
• Consult with custodians on best practices, solutions, and products to meet client objectives
• Collaborate with colleagues to coordinate service to the client
• Escalate relevant issues to senior team members or management
• Leverage understanding of industry trends, technology vendors, and competitor services/offerings to optimize the client experience

Some of the responsibilities may include:

• Daily reconciliation of custodial data related to client activity and cost basis reporting
• Alternative investment processing and accounting
• Ability to navigate multiple client requests/inquiries associated with portfolio administration such as cashiering, asset movement, account opening, and custom reporting
• Accountable for ongoing maintenance of client portfolios
• Collaborating with 3rd-party vendors such as custodians, investment managers, service providers, and other business partners
• New relationship onboarding and initial funding
• Assisting the advisory team with client meeting preparation and performance reporting
• Preparing client correspondence and related paperwork
• Managing client expectations while adhering to regulatory/internal policies and best practices

Our culture:

At GC, our culture empowers you to grow and succeed. Every day, our team of professionals bring their experience and expertise to the table to provide exceptional service to a small and selective group of HNW clients. We are deeply intentional about creating a positive corporate culture and embed our values of excellence, teamwork, gratitude, and integrity into everything we do.

You’ll find that our staff has the initiative and ability to work independently and as part of our collaborative team. We look for trustworthy, meticulous, self-motivated professionals who hold themselves and others accountable to a high standard. Our ideal candidates are open to listening and learning from others, proactively communicate, and are enthusiastic about contributing to our supportive culture.

Our benefits and rewards – The Employee Experience

• Compensation: Salaries are reviewed and benchmarked by position using competitive market data during our 360 degree performance review process. We strive to provide our team with compensation that beats the market average, and all employees are eligible for individual and team performance bonuses to recognize their efforts.
• Benefits: Our benefits are hard to beat.
  • Medical insurance (90% paid by firm)
  • Health Savings Account (funded by a generous semi-annual employer contribution)
  • Voluntary dental and vision insurance
  • Short-term and long-term disability insurance
  • Life insurance with optional buy-up
  • Perks at Work (discount program)
  • GC 401(k) Profit-Sharing Plan
  • Employee Assistance Program
  • Financial Advice for Employees
  • Paid Time Off
  • Credit Union Membership
  • Community Sponsorship Donations
  • Remote wellness stipend (1st year)
• Career Development: We are a learning organization that encourages ongoing education and continual improvement. We provide reimbursement for the successful completion of relevant credentials, designations, conferences, and coursework, and we’ll cover your annual membership fees for professional organizations. In our small firm, you’ll have lots of opportunities to learn new things, so we make time for coaching and mentoring.
• Company Culture: You will find a rich and intentional focus on culture at GC. Our vision to do first-rate work for first-rate clients extends to everything we do. We value the diverse skills, experiences, and ideas that folks bring to the table. We have created a corporate culture that promotes and celebrates the values of collaboration, gratitude, excellence, thought leadership, and joy.
• Work-Life Balance: We are committed to fostering a workplace that balances professional development in concert with a full, healthy lifestyle. Our hybrid schedule, remote work policies, and flexible time off policies facilitate a cooperative and team-oriented approach.

Ready to Apply?

If you share our values and have the enthusiasm to contribute to the continuation of our 35-year legacy, you’ll feel right at home at Gibson Capital. You’re invited to submit your resume and cover letter to apply@gibsoncapital.com. No phone calls or recruiter outreach, please.

Gibson Capital, LLC is an equal opportunity employer and is committed to providing all employees with a work environment that is free of discrimination and harassment of any kind. Employment decisions at Gibson Capital are based on business needs, job requirements, and individual qualifications without regard to race, color, religious creed, ancestry, national origin, age, family status, sex, or sexual orientation.