Client Service Associate Wealth Management

Clear Concepts, Inc.; Wexford (Allegheny County); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Bonus structure

Comprehensive benefits

Job summary

Clear Concepts, Inc. is seeking a Client Service Associate to join our wealth management team in Wexford, PA.

You will play a key role in supporting financial advisors and delivering exceptional service to high-net-worth clients and institutions. You will handle account administration, meeting preparation, and data input across planning and investment tools, while maintaining strict regulatory compliance and accurate client records.

Qualifications

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

Responsibilities

• Open new client accounts and prepare account documentation for the Financial Advisor; manage processing of disbursements and deposits with accuracy.
• 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

MS Excel

Communication

Relationship management

Financial planning

Education

Bachelor's degree

Tools

Schwab Advisor Center

AdviserEngine

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.