Client Service Associate – Onboarding & Advisory Admin (Hybrid)

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 70,000; Full time

Job summary

A recruitment agency is looking for a Client Service Associate in Philadelphia, PA. This hybrid position involves managing client onboarding, providing administrative support to advisors in a wealth management environment, and preparing meeting materials. The ideal candidate should possess a high school diploma and have administrative experience within an RIA. Strong technical skills, attention to detail, and a client-focused mindset are essential for this role, which offers a salary between $60,000 and $70,000 plus bonus.

Qualifications

• Administrative or operations experience within a registered investment advisor (RIA) environment required.
• Experience supporting advisors or wealth management teams preferred.
• Familiarity with custodial platforms is a plus.

Responsibilities

• Prepare and process account-opening forms and transfers.
• Support investment advisory and financial planning workflows.
• Assemble client packets and reports for advisor meetings.
• Facilitate account setup and resolve operational issues.
• Maintain accurate client records and manage communications.

Skills

Self-motivated

Detail-oriented

Strong communication

Organization

Multitasking ability

Education

High school diploma

Tools

Microsoft Office (Excel)

CRM systems

Job description

A recruitment agency is looking for a Client Service Associate in Philadelphia, PA. This hybrid position involves managing client onboarding, providing administrative support to advisors in a wealth management environment, and preparing meeting materials. The ideal candidate should possess a high school diploma and have administrative experience within an RIA. Strong technical skills, attention to detail, and a client-focused mindset are essential for this role, which offers a salary between $60,000 and $70,000 plus bonus.