Financial Services Associate

Company Description Quattro Advisors, LLC is a financial services firm focused on delivering tailored advisory solutions to individuals and institutions. The firm works closely with clients to understand their goals and develop strategies that support long-term financial well-being. Team members collaborate in a professional environment that values integrity, analytical thinking, and client service. Quattro Advisors, LLC offers opportunities to grow skills in finance and advisory while contributing to a client-centric organization.

Role Description The Financial Services Associate is a full-time, on-site role based in Pittsburgh, PA. This role supports advisors in delivering financial planning and investment solutions by assisting with client onboarding, preparing reports, and maintaining accurate records. Daily responsibilities include analyzing financial data, reviewing account information, and helping respond to client inquiries by phone, email, and in-person meetings. The associate coordinates documentation for compliance purposes, updates internal systems, and collaborates with team members to improve workflow and client experience.

Qualifications

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• Strong Analytical Skills, including the ability to interpret financial data and prepare clear summaries.
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• Knowledge of Finance and Financial Services, with familiarity in investment products, financial planning, or advisory operations.
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• Effective Communication skills, including clear written and verbal communication and professional client interaction.
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• Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent practical experience).
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• Proficiency with spreadsheets and financial software; ability to learn new systems quickly.
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• High attention to detail, strong organizational skills, and reliability in meeting deadlines.
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• Ability to work collaboratively on-site in Pittsburgh, PA and maintain a client-focused, ethical approach.
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