Client Service Associate

WSFS Bank; Berwyn (IL); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Wellness programs

Paid time off

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Client Service Associate to support the Retirement Plan Services team, handling client communications, meeting prep, and administrative support.

The ideal candidate is organized, proactive, and eager to build a career in retirement plan consulting and financial services, with strong skills in client service and office software.

Qualifications

• Bachelor’s degree is required; finance or related business discipline strongly preferred.
• 1–4 years of professional experience; experience in retirement plan services preferred.
• Ability to obtain the Accredited Investment Fiduciary (AIF) designation when eligible.
• Proficiency in Microsoft Office 365 (Excel, Word, PowerPoint) with strong numeracy.
• Strong multitasking, organization, and interpersonal communication skills.

Responsibilities

• Support teams with administrative duties and high-level client service.
• Perform client service tasks such as paperwork execution and marketing coordination.
• Execute custodial forms for fund changes and ensure completion.
• Facilitate marketing efforts to generate new client opportunities.
• Act as liaison between teams and departments to foster communication.
• Serve as a point of contact for prospects and clients, delivering exceptional service.
• Deliver client-facing services, including RFPs, plan reviews and presentations.
• Coordinate client meetings and tailor presentations to client needs.
• Oversee main phones and email inbox; provide mail support as needed.
• Prepare and distribute client correspondence and onboarding documents.
• Maintain client data in Salesforce, custodial systems and PM platforms.
• Become proficient in custodial platforms and processes.
• Support process improvements and division-wide initiatives.
• Stay current with industry trends to support team and client success.

Skills

Microsoft Office 365

Excel

Client service

Organizational skills

Communication

Proactive

Education

Bachelor’s degree

Finance or related discipline preferred

Tools

Salesforce CRM

Custodial platforms

Portfolio management platforms

Job description

Job Description

Bryn 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.
• 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.