Client Service Associate

Kyler Professional Search; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Kyler Professional Search is assisting a distinguished wealth management firm in Wexford, PA, to recruit a Client Service Associate. The role supports Advisors in daily client service operations, account openings, documentation, and presentations.

The ideal candidate will have a bachelor’s degree and at least 2 years in financial services, with CFP pursuit encouraged and strong Excel/CRM capabilities. Excellent communication and relationship-building skills are essential.

Qualifications

• Bachelor’s degree required; CFP or similar designation encouraged.
• Minimum 2 years in financial services/investment advisory.
• CRM experience plus; Schwab experience a plus.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication; relationship management skills.

Responsibilities

• Support Advisors in daily administration of the business; open new client accounts and prepare documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM; process Schwab Advisor Center account applications.

Skills

Relationship management

Communication

Organization

Client service

Education

Bachelor’s degree

CFP goal

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

Excel

PowerPoint

Job description

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

• Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
• Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
• Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities:

As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:

• Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Managing the CRM program (AdviserEngine)
• Processing financial account applications on Schwab Advisor Center

Qualifications:

To thrive in this role, you should possess the following qualifications:

• Education: Bachelor’s degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
• Prior experience with financial industry CRM a plus Prior experience with Schwab plus
• Prior experience with DocuSign a plus
• Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
• Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
• Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
• Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
• Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.