Client Service Associate Wealth Management

The Recruiting Hive; Wexford (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

The Recruiting Hive is assisting a leading wealth management firm in Wexford, PA to hire a Client Service Associate for Financial Planning. The role focuses on client onboarding, documentation, and support to the Financial Advisor, ensuring accuracy and compliance.

Ideal candidates hold a Bachelor’s degree with 2+ years in financial services, show proficiency in Excel and planning software, and possess strong communication and relationship-management skills. A CFP pathway is encouraged.

Qualifications

• Bachelor’s degree is required; pursuit of CFP or similar designation encouraged.
• Minimum 2 years of experience in financial services or investment advisory.
• Proficiency in financial planning and investments across asset classes.
• Strong relationship management and organizational skills.
• Proficient in MS Excel and financial planning software; excellent communication skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting materials using PowerPoint.
• Enter data into financial planning and investment software.
• Maintain client records in the CRM and ensure regulatory compliance.
• Support the Financial Advisor by coordinating client communications and tasks.

Skills

Relationship management

Communication

Financial planning

Investments knowledge

Regulatory compliance

Education

Bachelor's degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

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.