Client Service Associate Wealth Management

Barrette Workforce Solutions, LLC; Wexford (Allegheny County); Sur place; USD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Bonus structure

Comprehensive benefits package

Collaborative team environment

Impactful work

Résumé du poste

Barrette Workforce Solutions, LLC is seeking a Client Service Associate to support a wealth management firm in Wexford, PA. This role focuses on delivering comprehensive service to high-net-worth clients and institutions, handling account documentation, and coordinating with advisors.

You will use PowerPoint for meeting materials, input data into planning software, and manage AdviserEngine CRM to keep client records accurate. A Bachelor’s degree and 2+ years in financial services are required.

Qualifications

• Bachelor’s degree required; willing to work toward CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• Proficiency in financial planning software and Excel.
• Experience with CRM systems (AdviserEngine) and document management (DocuSign) is a plus.

Responsabilités

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

Connaissances

Customer service

CRM AdviserEngine

MS Excel

PowerPoint

Communication

Investment knowledge

Attention to detail

Formation

Bachelor’s degree

CFP designation track

Outils

AdviserEngine

Schwab Advisor Center

DocuSign

Description du poste

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.