Client Service Associate Wealth Management

Software Placement Group, SPG; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Software Placement Group, SPG is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. This on-site role emphasizes collaboration within a close-knit team in Wexford, PA.

You will handle account openings, documentation, and CRM management, while preparing presentations and coordinating with planning software. A CFP track is encouraged, with a minimum of 2 years in financial services.

Qualifications

• Bachelor's degree required; willingness to work toward CFP or comparable designation.
• Minimum of 2 years of experience in financial services/investment advisory.
• CRM experience is a plus; Schwab experience is a plus; DocuSign experience is a plus.
• Strong understanding of investments across asset classes and financial planning.
• Excellent written and oral communication; ability to convey complex financial information.

Responsibilities

• Support Financial Advisors with daily administration, including opening client accounts and documenting investment activity.
• Facilitate disbursements and deposits of funds and securities.
• Maintain accurate client data in compliance with standards.
• Prepare meeting presentations using PowerPoint; input data into planning software.
• Manage CRM AdviserEngine and process applications on Schwab Advisor Center.

Skills

Relationship mgmt

Excel

Communication

Financial planning

MS Office

Education

Bachelor's degree

CFP designation (toward)

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Overview

A wealth management and registered investment advisory firm in Wexford, PA is seeking a Client Service Associate to support its financial advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. This is an on-site role with a firm that emphasizes a collaborative, close-knit team culture.

What you'll do

• Support Financial Advisors with daily business administration, including opening new client accounts and preparing and processing account-specific and investment-related documentation
• Facilitate outgoing disbursements and incoming deposits of funds and securities
• Maintain current and accurate client information in accordance with industry and regulatory compliance standards
• 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

What you'll need

• Bachelor's degree required, along with willingness to work toward a CFP or comparable financial planning designation
• Minimum of 2 years of experience in the financial services and investment advisory industry
• Prior experience with a financial industry CRM is a plus
• Prior experience with Schwab is a plus
• Prior experience with DocuSign is a plus
• Proficiency in financial planning and understanding of investments across various asset classes
• Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships
• Strong proficiency in MS Excel and financial planning software
• Excellent written and oral communication skills, with the ability to convey complex financial information to clients

Compensation and benefits

• Competitive salary, bonus structure, and comprehensive benefits package

Why this role

This is an opportunity to join a collaborative, close-knit team where your work will make a meaningful impact on clients' financial well-being while working alongside advisors in a firm committed to excellence and client success.