Client Service Associate Wealth Management

Meritas Advisory Group, LLC; Wexford (Allegheny County); In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Meritas Advisory Group, LLC is seeking a Client Service Associate in Wexford, PA to support financial planning activities for high-net-worth clients. The role focuses on administrative duties, client onboarding, and accurate processing of account documentation, while contributing to a collaborative wealth-management team.

The position requires a bachelor’s degree and a willingness to pursue CFP or related designation, with at least two years in financial services.

Competenze

• Bachelor’s degree required.
• Minimum 2 years in financial services/investment advisory.
• Experience with financial planning concepts and investments across asset classes.
• Strong MS Excel and financial planning software skills.
• Excellent written and oral communication to explain complex financial info.

Mansioni

• Open new client accounts and process documents for advisors.
• Prepare meeting presentations using PowerPoint.
• Enter data into financial planning and investment analysis software.
• Manage the CRM system AdviserEngine and ensure accurate client records.

Conoscenze

Relationship management

Communication

Organizational skills

Formazione

Bachelor’s degree

Strumenti

PowerPoint

Excel

AdviserEngine

Schwab Advisor Center

DocuSign

Descrizione del lavoro

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.