Client Services Associate

Kestra

2 months ago

Pittsburgh, PA

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at Coghill Investment Strategies supports wealth management processes by coordinating operational workflows, preparing financial plans, and acting as a liaison between clients, financial advisors, and internal teams. The role involves ensuring accuracy, managing multiple priorities, and delivering a high-touch client experience in a collaborative environment.

Skills

About Kestra

kestra.io

Kestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.