Client Service Associate Wealth Management

MedTeam Staffing Inc.; Wexford (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

MedTeam Staffing Inc. is seeking a Client Service Associate for a wealth management firm in Wexford, PA to support advisors with client onboarding, documentation, and account processing.

This role emphasizes accuracy, regulatory compliance, and professional client interaction. The successful candidate will work with CRM systems and planning software, prepare presentations in PowerPoint, and contribute to investment analysis inputs.

Qualifications

• Bachelor’s degree is required; willingness to work toward CFP or comparable designation.
• Prior experience with financial industry CRM a plus; Schwab experience a plus.
• Experience with DocuSign a plus.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning and knowledge of investments across asset classes.
• Strong relationship management and organizational skills.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and prepare account documentation.
• Process disbursements and deposits, maintain client information per compliance.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Manage the CRM program (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication skills

Financial services knowledge

Education

Bachelor’s degree

CFP designation (or comparable)

Tools

PowerPoint

MS Excel

AdviserEngine CRM

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:

As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:

• 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.