Client Service Associate Wealth Management

Henderson Group Recruiting; Wexford (Allegheny County); Presencial; USD 60 000 - 80 000; Tempo integral

Resumo da oferta

Henderson Group in Wexford, PA seeks a Client Service Associate to support wealth management professionals serving high-net-worth clients and institutions.

You will open new accounts, prepare documentation, and manage CRM and planning software while collaborating with advisors to deliver comprehensive financial planning support.

Qualificações

• Bachelor’s degree is required, and the candidate should be willing to pursue CFP or a comparable financial planning designation.
• Prior experience with financial industry CRM is a plus; familiarity with Schwab preferred.
• Experience with DocuSign is a plus.
• Minimum of 2 years in the financial services and investment advisory industry.
• Proficiency in financial planning and understanding of investments across asset classes.
• Exceptional relationship management and organizational skills to build and maintain client relationships.
• Strong proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills for conveying complex financial information.

Responsabilidades

• Daily administration of the Financial Advisor's business, including opening new client accounts and processing documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM program AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Conhecimentos

MS Excel

Financial planning software

Relationship management

Communication skills

CRM experience

Formação académica

Bachelor's degree

CFP designation track

Ferramentas

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Descrição da oferta de emprego

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.