Client Service Associate Wealth Management

Markent Personnel; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Markent Personnel, Inc. is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA, recruit a Client Service Associate to join the team.

The role focuses on supporting financial advisors, opening client accounts, preparing documentation, and ensuring data accuracy for compliance. The ideal candidate will have a Bachelor’s degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation.

Qualifications

• Bachelor’s degree required; CFP or similar planning designation encouraged.
• 2+ years in financial services or investment advisory.
• Experience with financial industry CRM is a plus.
• Experience with Schwab is a plus.
• Proficient in Excel and financial planning software.
• Ability to communicate complex financial information clearly.

Responsibilities

• Open new client accounts and prepare account docs; facilitate deposits and disbursements; maintain client data for compliance.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning/investment software.
• Manage the AdviserEngine CRM.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Organizational skills

Microsoft Excel

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

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.