Client Service Associate Wealth Management

Soap Creek Resources; Wexford (Allegheny County); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Soap Creek Resources is seeking a Client Service Associate in the Financial Planning space to support wealth management services for high-net-worth clients and institutions. The role focuses on daily administration, client data accuracy, and collaboration with financial advisors.

The candidate will handle meeting presentations, CRM management, and software inputs to support comprehensive financial planning and investment analysis. A Bachelor’s degree and a CFP trajectory are preferred.

Qualifikationen

• Bachelor's degree required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning and understanding investments across asset classes.
• Strong relationship management and organizational skills.
• Excellent written and oral communication skills.

Aufgaben

• Open new client accounts and prepare/process account documents and investments.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment software.
• Manage the CRM (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Kenntnisse

Relationship Management

Communication

Organizational Skills

Financial Planning

Ausbildung

Bachelor's degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

Jobbeschreibung

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.