Client Service Associate Wealth Management

Eden Capital Careers; Wexford (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Eden Capital Careers seeks a Client Service Associate – Financial Planning in Wexford, PA to support a high-net-worth client base with wealth management services. You will handle account openings, documentation, deposits, and client data accuracy, collaborating within a close-knit team.

The role requires strong Excel skills, CRM experience, and the ability to communicate complex financial information clearly. Join a firm committed to excellence and client success.

Qualifications

• Bachelor’s degree required; CFP target encouraged.
• Experience with financial services and investment advisory.
• Proficiency in MS Excel and financial planning software.

Responsibilities

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

Skills

CRM experience

Relationship management

Communication skills

Excel proficiency

Financial planning knowledge

Education

Bachelor’s degree

Tools

Schwab Advisor Center

DocuSign

AdviserEngine

Excel

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:

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.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!