Client Service Associate Wealth Management

SteveRecruiter, LLC; Wexford (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

A wealth management and registered investment adviser located in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor in delivering comprehensive wealth management and client service to high-net-worth clients and institutions.

The role involves opening client accounts, processing documentation, using Schwab Advisor Center, AdviserEngine, DocuSign, PowerPoint, and Excel; strong CRM, communication, and organizational skills are required.

Qualifications

• Bachelor’s degree is required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Experience with Schwab and CRM tools is a plus.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint and input data into planning software.
• Maintain accurate client information and ensure regulatory compliance.
• Manage the CRM system (AdviserEngine) and assist with account applications in Schwab Advisor Center.

Skills

Communication

Relationship management

Organizational skills

Financial planning knowledge

Excel proficiency

Education

Bachelor's degree

Tools

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

MS Excel

CRM systems

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.