Client Service Associate Wealth Management

Pernini Legal, Inc.; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Pernini Legal, Inc. in Wexford, PA, is seeking a Client Service Associate – Financial Planning to support wealth advisors and service high-net-worth clients.

You will open new accounts, prepare documentation, input data into planning software, manage CRM (AdviserEngine), and assist with meeting presentations using PowerPoint. A Bachelor’s degree is required and applicants should aim to obtain a CFP or related designation.

Qualifications

• Education: Bachelor’s degree required; willing to work toward CFP or comparable designation.
• CRM experience a plus; familiarity with Schwab a plus.
• Experience with DocuSign a plus; 2+ years in financial services.
• Proficiency in financial planning concepts and investments across asset classes.
• Strong relationship management and organizational skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Maintain and use the CRM program (AdviserEngine).
• Process and review financial account applications in Schwab Advisor Center.

Skills

MS Excel

Communication skills

Relationship management

Organizational skills

PowerPoint

Financial planning knowledge

Education

Bachelor’s degree

CFP pursuit

Tools

CRM (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:

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.