Client Service Associate

Bryn Mawr Trust Advisors, LLC; Oklahoma; On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Bryn Mawr Trust Advisors, LLC (a WSFS Bank company) is seeking a Client Service Associate to support the Retirement Plan Services team with client communications, meeting prep, and administrative duties. The role emphasizes organized, proactive service and growth in retirement plan consulting and financial services.

The ideal candidate has a Bachelor’s degree, 1–4 years of experience, familiarity with MS Office, and is eligible to pursue the AIF designation and Series 65 license within a year.

Qualifications

• Bachelor’s degree required; finance or related business discipline preferred.

Responsibilities

• Support client service tasks for Retirement Plan Services teams.
• Prepare materials for client meetings and presentations.
• Coordinate and execute plan documentation and disclosures.
• Maintain client data in Salesforce and custodial systems.
• Liaise with internal teams to improve processes and compliance.
• Respond to client inquiries and provide timely service.
• Oversee main phone lines and email inboxes.
• Assist in business development activities and marketing coordination.

Skills

Multitasking

Client service

Interpersonal communication

Organizational skills

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office 365

Excel

Word

PowerPoint

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. 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.

Benefits:

• medical, dental, and vision coverage
• 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• 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].

Equal Opportunity Employer:

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.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.