Client Service & Financial Planning Associate

Osaic; Morgantown (WV); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Client Service Assistant in Morgantown, WV to blend client service, administrative support, and financial planning tasks. You will assist advisors, onboard clients, and coordinate meetings while maintaining data integrity and regulatory compliance.

The role features full-time hours, a salary range of $40,000–$55,000 with a performance bonus, and a comprehensive benefits package including health, vision, dental, 401k, and paid time away.

Qualifications

• Bachelor’s degree preferred; high school diploma with significant experience considered.
• 3+ years in financial services or wealth management support.
• Strong customer-centric mindset and excellent communication skills.
• Proficient with CRMs, planning tools, and MS Office.
• Ability to handle confidential information with discretion.

Responsibilities

• Serve as primary client service contact via phone, email, and in person.
• Support onboarding, account servicing, transfers, and documentation.
• Prepare meeting materials and coordinate scheduling for advisors.
• Provide administrative support across client service, planning, and implementation.
• Maintain accurate client records and ensure compliance with requirements.
• Coordinate with custodians and partners to ensure smooth service delivery.
• Assist with paraplanning and preparation of financial plans and analyses.
• Track workflows, deadlines, and action items for timely completion.

Skills

Client service

Organizational skills

Communication skills

CRM proficiency

MS Office

Discretion with confidential data

Education

Bachelor's degree preferred

Tools

CRM systems

Financial planning software

Document management systems

Video meeting tools

Microsoft Office

Job description

Osaic is seeking a Client Service Assistant in Morgantown, WV to blend client service, administrative support, and financial planning tasks. You will assist advisors, onboard clients, and coordinate meetings while maintaining data integrity and regulatory compliance.

The role features full-time hours, a salary range of $40,000–$55,000 with a performance bonus, and a comprehensive benefits package including health, vision, dental, 401k, and paid time away.