Client Service Associate Wealth Management

Aspire Talent Solutions; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Aspire Talent Solutions is assisting a wealth management client in Wexford, PA, to hire a Client Service Associate focused on financial planning and client service. You will support advisors, prepare presentations, and maintain client data across planning tools.

The role requires a Bachelor's degree and 2+ years in financial services, with opportunities to pursue CFP or related credentials. A collaborative team environment is offered with competitive compensation.

Qualifications

• Bachelor's degree required; pursuing CFP or similar designation encouraged.
• 2+ years in financial services or investment advisory.
• Strong Excel skills and familiarity with financial planning software.

Responsibilities

• Daily administration of the advisor's business: open client accounts, prepare and process documents, handle disbursements and deposits, and maintain client data for compliance.
• Prepare meeting presentations using PowerPoint.
• Enter information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM system.
• Process financial account applications in Schwab Advisor Center.

Skills

Relationship management

MS Excel

Written & verbal communication

Financial planning knowledge

CRM experience

Education

Bachelor's degree

Tools

Schwab Advisor Center

DocuSign

AdviserEngine CRM

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.