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Client Service Associate Wealth Management
All, Finance
Wexford, PA
Overview
A wealth management and registered investment advisory firm in Wexford, PA is seeking a Client Service Associate to support its financial advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. This is an on-site role with a firm that emphasizes a collaborative, close-knit team culture.
What you'll do
- Support Financial Advisors with daily business administration, including opening new client accounts and preparing and processing account-specific and investment-related documentation
- Facilitate outgoing disbursements and incoming deposits of funds and securities
- Maintain current and accurate client information in accordance with industry and regulatory compliance standards
- Prepare meeting presentations using PowerPoint
- Input information into financial planning and investment analysis software
- Manage the CRM program (AdviserEngine)
- Process financial account applications on Schwab Advisor Center
What you'll need
- Bachelor's degree required, along with willingness to work toward a CFP or comparable financial planning designation
- Minimum of 2 years of experience in the financial services and investment advisory industry
- Prior experience with a financial industry CRM is a plus
- Prior experience with Schwab is a plus
- Prior experience with DocuSign is a plus
- Proficiency in financial planning and understanding of investments across various asset classes
- Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships
- Strong proficiency in MS Excel and financial planning software
- Excellent written and oral communication skills, with the ability to convey complex financial information to clients
Compensation and benefits
- Competitive salary, bonus structure, and comprehensive benefits package
Why this role
This is an opportunity to join a collaborative, close-knit team where your work will make a meaningful impact on clients' financial well-being while working alongside advisors in a firm committed to excellence and client success.
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