Client Service Associate Wealth Management

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

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

ExcelliSearch, Inc. in Wexford, PA seeks a Client Service Associate to support high-net-worth clients with wealth management services. You’ll open client accounts, prepare documentation, and manage CRM and planning systems, ensuring accuracy and regulatory compliance.

The role emphasizes relationship management, financial planning proficiency, and collaboration within a close-knit team. A CFP track is preferred; the company offers growth potential and a rewarding work environment.

Qualifications

• Bachelor’s degree required; CFP pursuit encouraged.
• Minimum of 2 years in financial services/investment advisory.
• Proficiency in financial planning and investments across asset classes.
• Strong MS Excel skills and familiarity with planning software.
• Excellent written and verbal communication to convey complex financial info.

Responsibilities

• Daily administration: open new client accounts and process docs, ensure compliance.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM AdviserEngine program.
• Process account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication

Financial Planning

Investments

Client Service

Education

Bachelor’s degree

CFP designation pursued or comparable

Tools

MS Excel

AdviserEngine CRM

Schwab Advisor Center

DocuSign

Financial planning software

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.