Senior Wealth Client Services Specialist

Bryn Mawr Trust; Lancashire; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability ins.

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and paid time off

Sick leave per state laws

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking an experienced Administrative Assistant to support Wealth Directors and Advisors in a fast-paced setting. You will manage account opening materials, coordinate client correspondence, and ensure accurate data across Salesforce and custodian platforms.

The role requires strong MS Office skills, 5+ years of client service experience, and a focus on delivering exceptional client service to high-net-worth individuals.

Qualifications

• Minimum 5 years of experience in administrative client service.
• Proficient in Microsoft Office 365 including Excel, Word and PowerPoint.
• Familiarity with custodian platforms and investment systems.

Responsibilities

• Manage multiple time sensitive tasks for internal and external clients.
• Coordinate with Wealth Director and Advisors on preparation and mailing of client correspondence.
• Assist account opening processes for all account types with custodians.
• Provide client service support to Wealth Director and Advisors, including cash movement requests and fee reviews.
• Coordinate client meetings and tailor presentation materials to client needs.
• Serve as first point of contact for high-net-worth clients and support administration.
• Anticipate team needs and ensure compliance and meeting readiness.
• Maintain accurate client data in Salesforce and portfolio systems.
• Support general office management and process improvements.

Skills

Administrative client service

Microsoft Office 365

Attention to detail

Strong communication

Education

Bachelor's degree in business administration, finance or related

High School Diploma

Tools

Salesforce CRM

Excel

PowerPoint

Custodian platforms

Job description

Bryn Mawr Trust, a WSFS Company, is seeking an experienced Administrative Assistant to support Wealth Directors and Advisors in a fast-paced setting. You will manage account opening materials, coordinate client correspondence, and ensure accurate data across Salesforce and custodian platforms.

The role requires strong MS Office skills, 5+ years of client service experience, and a focus on delivering exceptional client service to high-net-worth individuals.