Retirement Plan Client Services Specialist

WSFS Bank; Berwyn (PA); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Paid holidays

Job summary

WSFS Bank, Bryn Mawr Trust’s partner, seeks a Client Service Associate to support the Retirement Plan Services team. You will handle client communications, meeting preparation, and administrative tasks, coordinating with advisors and internal teams.

The role requires a 1–4 year background in retirement plan support, a finance-related degree, and the ability to obtain AIF designation and Series 65 within a year. Proficiency in Office 365 is essential.

Qualifications

• Bachelor's degree required; a concentration in finance or related business discipline is strongly preferred.
• 1-4 years of professional experience, with a strong preference for candidates with prior experience supporting company retirement plan services.
• Ability to obtain the Accredited Investment Fiduciary (AIF®) designation as soon as eligible.
• Must be able to obtain Series 65 license within 1 year
• If currently licensed, candidate must have a clean Form U-4 with no disclosures.
• Proficiency in Microsoft Office 365, including Excel, Word, and PowerPoint, with strong foundational numeracy skills.
• Demonstrated ability to manage multiple priorities effectively, with strong organizational skills and adaptable interpersonal communication.
• Self-motivated with a proactive approach to completing tasks efficiently and independently, while maintaining a high standard of quality.
• WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship.

Responsibilities

• Support the teams with administrative duties and high-level client service.
• Perform client service tasks such as paperwork execution and marketing coordination.
• Execute custodial forms for fund changes and ensure completion.
• Facilitate marketing efforts to help generate new client opportunities.
• Act as liaison between teams and other departments to foster communication and teamwork.
• Serve as a point of contact for prospects and clients, providing exceptional service and building long-term relationships.
• Deliver client-facing services, including RFPs, plan reviews and presentations in partnership with internal teams.
• Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
• Oversee main phone lines and email inboxes and provide mail support as needed.
• Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
• Maintain accurate client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
• Become proficient in custodial platforms.
• Administer processes in support of client needs and contribute to ongoing process improvements.
• Assist in division-wide initiatives such as special projects.
• Proactively support compliance adherence and internal team preparation needs.
• Stay current with industry trends and financial planning topics to support team and client success.

Skills

Organizational skills

Multitasking

Interpersonal communication

Self-motivation

Education

Bachelor's degree in finance or related business discipline

Tools

Microsoft Office 365

Excel

PowerPoint

Word

Job description

WSFS Bank, Bryn Mawr Trust’s partner, seeks a Client Service Associate to support the Retirement Plan Services team. You will handle client communications, meeting preparation, and administrative tasks, coordinating with advisors and internal teams.

The role requires a 1–4 year background in retirement plan support, a finance-related degree, and the ability to obtain AIF designation and Series 65 within a year. Proficiency in Office 365 is essential.