Client Experience Associate - Wealth Management

Prismhr Hire; Wayne (PA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus incentives

Health and dental insurance

401(k) plan and profit sharing

Life and disability insurance

Paid holidays

PTO

Job summary

Entrust Financial is seeking a Client Service Associate to join our wealth management team. You will support advisors with non-advisory tasks, ensure client accounts are accurate, and respond to requests promptly to deliver outstanding service.

Ideal candidates have 5+ years in wealth management, CFP/Series 65/66, and experience with Schwab Advisor Center and Salesforce. This role focuses on precise operations, onboarding, and strong client interaction.

Qualifications

• Five or more years in a wealth management team.
• CFP certification or Series 65/66 license.
• Bachelor’s degree in a related field or equivalent experience.
• Experience with client account setup and money movement.
• Working knowledge of Schwab Advisor Center.
• Proficiency with Salesforce and MS Office.

Responsibilities

• Respond to client calls, emails, and requests for information within the same business day.
• Prepare and process account opening and administration paperwork with custodian follow-up.
• Manage the onboarding process from initial contact to account activation.
• Process client fund requests in coordination with Portfolio Administrator and Lead Advisor.
• Maintain accurate client records across Salesforce, Schwab, Tamarac, and systems.
• Monitor Schwab alerts and coordinate next steps with the advisory team.
• Schedule and confirm client progress meetings and track outreach annually.
• Provide front office support: greeting, phones, mail, and daily deposits.
• Suggest improvements to procedures to boost efficiency and client experience.

Skills

Wealth management

Client service

Attention to detail

Communication

Team collaboration

Education

Bachelor's degree in related field

CFP certification or Series 65/66 license

Tools

Salesforce

Charles Schwab Advisor Center

Microsoft Office

Job description

Entrust Financial is seeking a Client Service Associate to join our wealth management team. You will support advisors with non-advisory tasks, ensure client accounts are accurate, and respond to requests promptly to deliver outstanding service.

Ideal candidates have 5+ years in wealth management, CFP/Series 65/66, and experience with Schwab Advisor Center and Salesforce. This role focuses on precise operations, onboarding, and strong client interaction.