Client Service Associate - Wealth Management

Valley National Financial Advisors; Bethlehem (Northampton County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Collegial work environment

Opportunity for long-term client relationships

Competitive compensation and benefits

Job summary

A financial advisory firm in Bethlehem is seeking a proactive Client Service Associate to support Financial Advisors. The role involves client interaction, managing account paperwork, and ensuring operational efficiency. Ideal candidates have a degree in finance or business, 1-3 years of relevant experience, and strong interpersonal skills. Compensation ranges from $60,000 to $80,000, with opportunities for growth in a collegial environment.

Qualifications

• 1–3 years of experience in financial services, preferably in wealth management.
• Strong understanding of investment account types and custodial processes.
• Licenses Series 65, 7, or 63 preferred.

Responsibilities

• Serve as primary contact for client service requests.
• Prepare new account paperwork and process transactions.
• Maintain client records in CRM with high accuracy.

Skills

Attention to detail

Communication skills

Organizational skills

Client management

Education

Bachelor's degree in finance or business

Tools

Microsoft Office Suite

CRM systems

Job description

Client Service Associate - Wealth Management

We are seeking a proactive and detail‑oriented Client Service Associate to support one to two Financial Advisors within our firm. This client‑facing role is essential to ensuring a high level of service and operational efficiency. The ideal candidate will thrive in a professional, fast‑paced environment and enjoy contributing to the success of a small, collaborative advisory team.

Key Responsibilities

• Serve as the primary point of contact for day‑to‑day client service requests and inquiries.
• Prepare and process new account paperwork, account transfers, money movement requests, and other custodial transactions.
• Support advisors in preparing materials for client meetings, including investment reports and financial planning documents.
• Maintain and update client records in the CRM and custodial platforms with a high level of accuracy.
• Liaise with custodians and internal departments to ensure timely resolution of account issues.
• Assist with onboarding new clients by guiding them through account setup, documentation, and system access.
• Ensure all activities adhere to compliance standards and firm policies.
• Collaborate with the Client Service and Operations teams to improve efficiency and enhance the overall client experience.
• Provide administrative support to advisors, including scheduling, correspondence, and follow‑up.

Qualifications

• Bachelor's degree in finance, business administration, or a related field preferred.
• 1–3 years of experience in financial services, preferably within a wealth management or investment advisory firm.
• Strong understanding of investment account types (IRAs, trusts, brokerage accounts, etc.) and custodial processes.
• Exceptional attention to detail and organizational skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite; experience with CRM and portfolio management systems (e.g., Salesforce, Redtail, Orion, or Tamarac) is a plus.
• Series 65, 7, or 63 licenses are preferred or the willingness to obtain them.

What We Offer

• A collegial and respectful work environment in a mission‑driven firm.
• Opportunity to build long‑term client relationships and support meaningful financial outcomes.
• Competitive compensation and benefits.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Customer Service

Location: Allentown, PA – Salary: $60,000.00 – $80,000.00