Client Service Associate

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

About Us

Entrust Financial is a women-led, fee-only, Certified B Corp, planning-first firm built on a simple belief — people come before products. Since 2000, Entrust has helped clients make sound financial choices in every aspect of their lives. Our team strives to deliver an exceptional experience to every client, every day, always adhering to the fiduciary standard of putting our clients’ best interests before our own. We cultivate a climate of continuous learning to maximize the contributions and creativity of all team members, as we serve the clients with whom we partner. Entrust’s B-Corp Certification is a tangible symbol of our belief that caring about the planet, people and governance issues results in a better experience for all.

The Opportunity

We are seeking an experienced Client Service Associate to join our wealth management team. Working closely with our advisors, you will provide non-advisory support that keeps client accounts accurate, client requests moving, and every interaction professional and responsive. This role is ideal for a detail-oriented professional who enjoys helping people and takes pride in delivering an exceptional client experience.

Key Responsibilities:

• Respond to client calls, emails, and requests for information, such as investment confirmations and tax reporting, within the same business day.
• Prepare and process account opening and account administration paperwork, and follow up with the custodian to confirm requests are completed accurately.
• Manage the new client onboarding process from initial contact through account activation, ensuring a seamless experience.
• Process client requests for funds promptly in coordination with the Portfolio Administrator and Lead Advisor.
• Maintain accurate client records across Salesforce, Schwab, Tamarac, and other firm systems, and document all client interactions.
• Monitor Schwab alerts daily and coordinate next steps with the advisory team.
• Schedule and confirm client progress meetings, and track client contact to ensure every client is reached at least annually.
• Provide front office and administrative support, including greeting visitors, answering phones, processing mail, and making same day check deposits.
• Recommend improvements to operational procedures to increase efficiency and enhance the client experience.

Qualifications:

Required

• Five or more years of experience working as part of a wealth management team.
• CFP® certification or Series 65/66 license.
• Bachelor’s degree in a related field, or an equivalent combination of education and experience.
• Experience with client account setup and money movement operations.
• Working knowledge of Charles Schwab Advisor Center.
• Proficiency with Salesforce and Microsoft Office (Word, Excel, and PowerPoint).

Skills and Attributes

• Strong written and verbal communication skills with a professional, client focused approach.
• Exceptional attention to detail and accuracy.
• Excellent organization and time management, with the ability to work independently and meet deadlines in a fast paced environment.
• Resourceful, motivated, and comfortable working as part of a collaborative team.

Compensation and Benefits:

• Competitive Salary: $70,000 to $90,000 annually based on experience, with eligibility for year-end bonus incentives
• Paid Holidays
• Paid Time Off (PTO)
• Health and Dental Insurance
• 401(K) Plan and Profit Sharing.
• Life Insurance and Disability insurance.