Senior Client Service Associate

YTS Wealth Management; Export (PA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

13 paid company holidays

Flexible scheduling

10 days of Paid Time Off

401(k) with dollar-for-dollar match up

Health Reimbursement Arrangement (HRA)

Life Insurance

Maternity & Paternity Leave

Job summary

YTS Wealth Management seeks a Client Service Associate for our Export office to welcome clients and support daily operations.

You will greet clients, manage documents, data entry, account openings, and service requests while using Microsoft Office, WealthBox CRM, and Monday.com. Travel to new locations and onboarding support for Advisors are included.

This full-time, in-person role offers growth opportunities and a strong benefits package.

Qualifications

• Excellent communication skills, both verbal and written.
• Ability to multitask in a dynamic environment.
• Strong time management to meet deadlines.
• Self-motivated with proactive approach.
• Professional and positive attitude.
• Collaborative team player with interpersonal skills.
• Quick-thinking and resourceful problem solving.

Responsibilities

• Greet clients during in person meetings and answer client incoming calls.
• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

Skills

Multitasking

Communication

Time management

Professionalism

Team player

Proactive

Problem solving

Tools

Microsoft Office

WealthBox CRM

Monday.com

Job description

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

About the Role

We are seeking a professional, organized, and client-focused Client Service Associate to be the welcoming face of our Export office and play a key role in daily operations.

Key Responsibilities:

• Greet clients during in person meetings and answer client incoming calls.
• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

Essential Skills for Success:

• Represent our core values.
• Strong ability to multitask in a dynamic environment.
• Exceptional communication skills, both verbal and written.
• Effective time management to ensure deadlines are met.
• Self-motivated with a proactive approach to tasks.
• Uphold professionalism and a consistently positive attitude.
• Collaborative team player with strong interpersonal skills.
• Quick-thinking and resourceful in solving problems.

Physical Requirements

• Prolonged periods of sitting, computer use, and phone communication
• Ability to attend in-person meetings and events
• Occasional lifting of light materials up to 20 pounds
• Ability to communicate effectively in both in-person and virtual environments

Compensation

• Salary Range: $60,000 – $65,000 (commensurate with experience)
• Growth and leadership development opportunities
• 13 paid company holidays
• Flexible scheduling for personal appointments
• 10 days of Paid Time Off
• 401(k) with dollar-for-dollar match up to 4%
• Health Reimbursement Arrangement (HRA)
• Life Insurance
• Maternity & Paternity Leave

Observed Holiday's:

• New Year's Day
• Martin Luther King, Jr. Day
• Presidents' Day
• Good Friday
• Memorial Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Day After Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve
• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• Full time - In person role

Legal & Compliance Disclosures

• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.