Client Service Associate Wealth Management

MDS Staffing; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Collaborative team environment

Impactful client service work

Job summary

MDS Staffing seeks a Client Service Associate to support wealth management advisors for high-net-worth clients. You will handle daily administration, prepare client materials, and contribute to the delivery of comprehensive financial planning services.

The role emphasizes accurate data handling, CRM management, and collaboration with the advisory team to support client success and regulatory compliance.

Qualifications

• Bachelor's degree required; willingness to pursue CFP or comparable designation.
• 2+ years of experience in financial services or investment advisory.
• Proficiency in financial planning concepts and investments across asset classes.
• Strong relationship management and organizational skills; ability to manage client relationships.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage CRM (AdviserEngine) and process applications in Schwab Advisor Center.
• Ensure accurate client information in compliance with regulatory standards.

Skills

Communication skills

Relationship management

Financial planning

Education

Bachelor's degree

Pursue CFP or comparable designation

Tools

PowerPoint

MS Excel

AdviserEngine CRM

Schwab Advisor Center

DocuSign

Job description

Client Service Associate Wealth Management

Client Service Associate – Financial Planning

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.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients,

Join the team and be part of a company committed to excellence, collaboration, and client success!