Client Service Associate Wealth Management

Sora Resource Group, LLC; Wexford (Allegheny County); Sur place; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Collaborative team environment

Impactful work

Résumé du poste

Sora Resource Group, LLC in Wexford, PA, is seeking a Client Service Associate to support a financial advisor and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role includes opening accounts, preparing documentation, CRM management, and creating presentations. A Bachelor’s degree and at least 2 years in financial services are required, with CFP pursuit encouraged.

Qualifications

• Bachelor’s degree required and willingness to pursue CFP or similar designation.
• Minimum of 2 years in financial services/investment advisory.
• Proficiency in financial planning and multi-asset investments.
• Proficiency with CRM systems and financial planning software.
• Experience with AdviserEngine, Schwab Advisor Center, and DocuSign is a plus.

Responsabilités

• Open new client accounts and prepare account documentation.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM (AdviserEngine).
• Process financial account applications on Schwab Advisor Center.

Connaissances

Financial planning

Relationship management

Excel

Communication skills

Formation

Bachelor’s degree

Outils

Schwab Advisor Center

AdviserEngine

PowerPoint

DocuSign

MS Excel

Description du poste

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

• 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

• 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.