Senior Client Service & Advisory Specialist

Jobot; Upper Makefield Township (PA); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Flexible schedule

Paid time off

Modest accommodation for remote work with tenure & trust

Job summary

A leading financial services firm in Upper Makefield Township is looking for a Senior Client Service Associate to provide exceptional service to high-net-worth clients. The ideal candidate will manage client relationships, handle complex transactions, and ensure compliance. This role offers a competitive salary between $90,000 and $105,000 per year alongside benefits such as health insurance and a flexible schedule. Join a dynamic team committed to excellence in client service and advisory operations.

Qualifications

• Minimum of 5 years of experience in a client service role within finance or accounting.
• Series 65 licensure required.
• Proven experience working with high-net-worth clients.

Responsibilities

• Serve as the primary point of contact for high-net-worth clients.
• Utilize Schwab Advisory Services to manage client accounts and execute trades.
• Collaborate with internal teams to ensure seamless financial operations.
• Analyze financial data and prepare detailed reports.

Skills

Client service excellence

Operational accuracy

Interpersonal skills

Analytical abilities

Problem-solving skills

Education

Bachelor's degree in Finance, Business or related field

Tools

Schwab Advisory services

Microsoft Office Suite (Excel, PowerPoint)

Job description

A leading financial services firm in Upper Makefield Township is looking for a Senior Client Service Associate to provide exceptional service to high-net-worth clients. The ideal candidate will manage client relationships, handle complex transactions, and ensure compliance. This role offers a competitive salary between $90,000 and $105,000 per year alongside benefits such as health insurance and a flexible schedule. Join a dynamic team committed to excellence in client service and advisory operations.