Client Service Associate Wealth Management

Accounting Search; Wexford (Allegheny County); On-site; USD 48,000 - 72,000; Full time

Job summary

Accounting Search is assisting a wealth management firm in Wexford, PA to hire a Client Service Associate focused on delivering comprehensive financial planning support to high-net-worth clients and institutions.

The role includes account opening, documentation processing, preparing meetings with PowerPoint, CRM management, and using Schw Advisor Center and AdviserEngine, with emphasis on accuracy and regulatory compliance; a Bachelor’s degree is required and CFP pursuit is encouraged.

Qualifications

• Bachelor’s degree required.
• Willingness to work toward CFP or comparable designation.
• 2+ years of experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational skills.
• Excellent written and oral communication skills.

Responsibilities

• Daily administration of the financial advisor’s business including opening new client accounts and processing documentation.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Manage the CRM (AdviserEngine).
• Process financial account applications on Schw Advisor Center.

Skills

Relationship management

Communication skills

Financial services experience

PowerPoint

Schwab Advisor Center

AdviserEngine

Excel

Education

Bachelor’s degree

CFP pursuit

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

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.