Client Service Associate Wealth Management

6 Degrees Search; Wexford (Allegheny County); Presencial; USD 60.000 - 78.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Collaborative team

Impactful work

Descripción de la vacante

6 Degrees Search in Wexford, PA seeks a Client Service Associate to support a wealth management team serving high-net-worth clients and institutions. The role involves opening new accounts, preparing documentation, and processing transactions.

You will use PowerPoint, CRM systems, and financial planning software, collaborating with advisors to deliver comprehensive wealth management services and maintain regulatory compliance.

Formación

• Bachelor’s degree required; CFP or similar designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning software and MS Excel.
• Strong communication and relationship-management skills.

Responsabilidades

• Open new client accounts and process account documentation and funding.
• Prepare meeting presentations using PowerPoint.
• Enter data into financial planning and investment-analysis software.
• Maintain and use the CRM system (AdviserEngine).
• Process applications in Schwab Advisor Center.

Conocimientos

MS Excel

Financial planning software

Communication

Relationship management

Educación

Bachelor’s degree

Herramientas

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Descripción del empleo

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.