Client Service Associate Wealth Management

Aspire Talent Solutions; Wexford (Allegheny County); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Aspire Talent Solutions is seeking a Client Service Associate in the wealth management space, located in Wexford, PA. The role focuses on delivering comprehensive financial planning support to high-net-worth clients and institutions, with opportunities to pursue CFP or related credentials.

You will handle daily account administration, CRM data management, and coordination of investments, while collaborating with advisors to deliver accurate, compliant service and timely client communications.

Qualifications

• Bachelor's degree required, with a willingness to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services or investment advisory.
• Proficiency in MS Excel and financial planning software.
• Experience with CRM systems such as AdviserEngine and Schwab Advisor Center is a plus.
• Strong written and verbal communication skills.

Responsabilités

• Daily administration of the advisor's business, including opening new client accounts and processing documentation, facilitating disbursements and deposits, and maintaining client information in 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.

Connaissances

Relationship management

Communication

Formation

Bachelor's degree

Outils

AdviserEngine

Schwab Advisor Center

DocuSign

Microsoft Excel

PowerPoint

Description du poste

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.