Client Service Associate

Bryn Mawr Trust Co.; Berwyn (PA); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability ins.

FSAs and HSAs

Paid time off and holidays

Parental leave

Job summary

Bryn Mawr Trust, a WSFS Company, provides locally managed wealth management solutions, including planning and advisory services. The Client Service Associate supports the Retirement Plan Services team, assisting with client communications, meeting preparation, and administrative support.

The ideal candidate is organized, detail-oriented, proactive, and interested in developing a career in retirement plan consulting and financial services. WSFS Bank is an equal opportunity employer.

Qualifications

• Bachelor's degree required; finance or related business discipline preferred.
• 1–4 years of professional experience; retirement plan support preferred.
• Able to obtain Accredited Investment Fiduciary (AIF) designation when eligible.
• Must obtain Series 65 license within 1 year.
• Clean Form U-4 if currently licensed; no disclosures.
• Proficient in Microsoft Office 365; strong numeracy and data skills.
• Strong organizational, multis tasking, and communication abilities.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Support teams with administrative duties and high-level client service.
• Handle paperwork execution and marketing coordination for client service tasks.
• Execute custodial forms for fund changes and ensure completion.
• Facilitate marketing efforts to generate new client opportunities.
• Act as liaison between teams and other departments to foster communication.
• Serve as a contact for prospects and clients, building long-term relationships.
• Deliver client-facing services including RFPs, plan reviews, and presentations.
• Coordinate client meetings and tailor presentations for clients and advisors.
• Oversee main phone line and email boxes, provide mail support as needed.
• Prepare and distribute client correspondence and onboarding documentation.
• Maintain client data in Salesforce and custodial/portfolio systems.
• Become proficient in custodial platforms and support process improvements.

Skills

Organizational skills

Attention to detail

Interpersonal communication

Proactive / self-motivated

Multitasking

Education

Bachelor's degree in finance or related business

Tools

Microsoft Office 365 (Excel, Word, PowerPoint)

Salesforce CRM

Custodial platforms

Job description

Job DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate supports the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners. This role assists with client communications, meeting preparation, operational processes, marketing initiatives, and administrative support. The ideal candidate is organized, detail-oriented, proactive, and interested in developing a career in retirement plan consulting and financial services.

Job Responsibilities

• Support the teams with administrative duties and high-level client service.
• Perform client service tasks specific such as paperwork execution and marketing coordination.
• Execute custodial forms for fund changes and ensure completion.
• Facilitate marketing efforts to help generate new client opportunities.
• Act as liaison between teams and other departments to foster communication and teamwork.
• Serve as a point of contact for prospects and clients, providing exceptional service and building long-term relationships.
• Deliver client-facing services, including RFPs, plan reviews and presentations in partnership with internal teams.
• Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
• Oversee the main phone line and RPS main line (email box) on a recurring basis and provide mail support as needed.
• Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
• Maintain accurate and up-to-date client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
• Become proficient in custodial platforms.
• Administer processes in support of client needs and contribute to ongoing process improvements.
• Assist in division-wide initiatives such as special projects.
• Proactively support compliance adherence and internal team preparation needs.
• Stay current with industry trends and financial planning topics to support team and client success.

Minimum Qualifications

• Bachelor's degree required; a concentration in finance or a related business discipline is strongly preferred.
• 1-4 years of professional experience, with a strong preference for candidates with prior experience supporting company retirement plan services.
• Ability to obtain the Accredited Investment Fiduciary (AIF®) designation as soon as eligible.
• Must be able to obtain Series 65 license within 1 year
• If currently licensed, the candidate must have a clean Form U-4 with no disclosures.
• Proficiency in Microsoft Office 365, including Excel, Word, and PowerPoint, with strong foundational numeracy skills.
• Demonstrated ability to manage multiple priorities effectively, with strong organizational skills and adaptable interpersonal communication.
• Self-motivated with a proactive approach to completing tasks efficiently and independently, while maintaining a high standard of quality.
• WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range: $53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.