Client Service Associate Wealth Management

Your Talent Team; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Your Talent Team is seeking a Client Service Associate – Financial Planning for a distinguished wealth management firm in Wexford, PA. The role supports Financial Advisors with client account administration, presentations, and planning software, shaping client financial outcomes.

Required: Bachelor’s degree, at least 2 years in financial services, and proficiency with Excel and planning tools. CFP pursuit is encouraged; CRM and Schwab experience are a plus.

Qualifications

• Bachelor’s degree required; CFP pursuit encouraged.
• Experience with financial industry CRM is a plus.
• Proficiency with DocuSign is a plus.
• Minimum 2 years in financial services/investment advisory.
• Knowledge of financial planning and investments across asset classes.
• Strong relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and verbal communication.

Responsibilities

• Open new client accounts and process account documentation; manage disbursements and deposits.
• Maintain accurate client information in compliance with regulations.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage CRM program AdviserEngine.
• Process account applications on Schwab Advisor Center.

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.