Client Service Associate Wealth Management

Launching Point; Wexford (Allegheny County); Presencial; USD 52.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Annual bonus

Collaborative team environment

Impactful work

Descripción de la vacante

Launching Point in Wexford, PA is seeking a Client Service Associate to support wealth managers in delivering comprehensive planning services to high-net-worth clients and institutions.

The role emphasizes accurate client data handling, presentation preparation, and efficient use of planning software and CRM tools to enhance client outcomes and advisory workflows.

Formación

• Bachelor’s degree required; CFP or equivalent designation encouraged.
• 2+ years in financial services/investment advisory.
• Familiarity with Schwab Advisor Center and CRM systems is a plus.
• Strong financial planning knowledge and understanding of investments across asset classes.
• Excellent relationship management and organizational skills.

Responsabilidades

• Support Advisors in daily administration and client account processing.
• Prepare meeting presentations using PowerPoint.
• Enter information into financial planning and investment software.
• Manage CRM program (AdviserEngine).
• Process account applications in Schwab Advisor Center.

Conocimientos

Financial planning

Relationship management

MS Excel

Communication skills

Educación

Bachelor’s degree

Herramientas

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

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:

As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:

• 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.