Client Service Associate Wealth Management

True North Consultants, Inc.; Wexford (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

True North Consultants, Inc. in Wexford, PA seeks a Client Service Associate to support Financial Advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions.

You will handle daily administration, prepare presentations, input data into planning software, manage the CRM, and process Schwab Advisor Center applications.

Qualifications

• Bachelor’s degree is required, and you should be willing to pursue CFP or a comparable designation.
• CRM experience is a plus, especially with Schwab and related tools.
• DocuSign experience is a plus.
• Minimum 2 years in financial services/investment advisory.
• Strong financial planning knowledge and investment understanding across asset classes.
• Excellent relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM program (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Skills

Client relationship management

Regulatory compliance

Organization

Communication

Attention to detail

Education

Bachelor’s degree required

Pursuing CFP or equivalent designation

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

PowerPoint

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

To thrive in this role, you should possess the following 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.