Client Service Associate — Wealth Management Growth

YTS Wealth Management; Export (PA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

13 paid company holidays

Flexible scheduling

10 days of Paid Time Off

401(k) with dollar-for-dollar match up

Health Reimbursement Arrangement (HRA)

Life Insurance

Maternity & Paternity Leave

Job summary

YTS Wealth Management seeks a Client Service Associate for our Export office to welcome clients and support daily operations.

You will greet clients, manage documents, data entry, account openings, and service requests while using Microsoft Office, WealthBox CRM, and Monday.com. Travel to new locations and onboarding support for Advisors are included.

This full-time, in-person role offers growth opportunities and a strong benefits package.

Qualifications

• Excellent communication skills, both verbal and written.
• Ability to multitask in a dynamic environment.
• Strong time management to meet deadlines.
• Self-motivated with proactive approach.
• Professional and positive attitude.
• Collaborative team player with interpersonal skills.
• Quick-thinking and resourceful problem solving.

Responsibilities

• Greet clients during in person meetings and answer client incoming calls.
• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

Skills

Multitasking

Communication

Time management

Professionalism

Team player

Proactive

Problem solving

Tools

Microsoft Office

WealthBox CRM

Monday.com

Job description

YTS Wealth Management seeks a Client Service Associate for our Export office to welcome clients and support daily operations.

You will greet clients, manage documents, data entry, account openings, and service requests while using Microsoft Office, WealthBox CRM, and Monday.com. Travel to new locations and onboarding support for Advisors are included.

This full-time, in-person role offers growth opportunities and a strong benefits package.