Client Service Associate Wealth Management

Omega Point Partners; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Omega Point Partners in Wexford, PA seeks a Client Service Associate to support a financial planning practice serving high-net-worth clients and institutions. The role focuses on account administration, documentation, and coordination with advisors to maintain accuracy and regulatory compliance.

You'll prepare meeting materials in PowerPoint, enter data into planning software, and manage CRM and Schwab Advisor Center applications.

Qualifications

• Bachelor’s degree required; willingness to pursue CFP or a comparable financial planning designation.
• 2+ years of experience in the financial services and investment advisory industry.
• Experience with Schwab Advisor Center and CRM systems is a plus.
• Proficiency in MS Excel and financial planning software; strong communication skills.

Responsibilities

• Open new client accounts and process account documentation, disbursements, and deposits.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM program AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Education

Bachelor’s degree

CFP designation pursuit

Tools

MS Excel

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

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.