Client Service Associate Wealth Management

Connectly Recruiting; Wexford (Allegheny County); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Connectly Recruiting seeks a Client Service Associate for a premier wealth management and RIA in Wexford, PA. The role supports a Financial Advisor with account openings, documentation, and client communications, ensuring accurate data and regulatory compliance.

You will prepare meetings in PowerPoint, input planning data into software, and manage AdviserEngine CRM. Knowledge of Schwab Advisor Center and DocuSign is a plus; Bachelor's is required with CFP pursuit encouraged.

Formación

• Bachelor’s degree required; willingness to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• Proficiency in financial planning and understanding investments across asset classes.
• Excellent written and oral communication, relationship management, and organizational skills.
• Experience with Schwab Advisor Center, AdviserEngine CRM, DocuSign, and MS Excel is a plus.

Responsabilidades

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

Conocimientos

Relationship management

Communication skills

Organizational skills

Financial planning knowledge

Educación

Bachelor's degree

CFP pursuit or comparable designation

Herramientas

AdviserEngine CRM

Schwab Advisor Center

DocuSign

MS Excel

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

• 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.