Senior Client Service Associate

Premier Executive Search; King of Prussia (PA); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Health benefits

401(k) contributions

Paid time off

Licensing support

Hybrid schedule

Job summary

Premier Executive Search is partnering with a growing wealth management firm to recruit a Senior Client Service Associate for its King of Prussia, PA office. The role focuses on high-net-worth client service, supporting multiple advisers and managing complex requests with a high level of professionalism.

The ideal candidate will have extensive experience with Schwab Advisor Center, wealth-management operations, and a proven ability to independently handle end-to-end client servicing.

Qualifications

• 5–7+ years of direct experience in wealth management client service roles, preferably at an independent firm.
• Proven experience supporting multiple financial advisers and high-net-worth clients.

Responsibilities

• Serve as primary contact for advisers and HNW clients, delivering responsive, personalized service.
• Independently manage account openings, on-boarding and maintenance for various account types.
• Execute transfers, wires, ACHs, and money movements; coordinate with custodians.

Skills

Relationship management

High-net-worth clients

Multi-adviser support

Communication excellence

Tools

Charles Schwab Advisor Center

Job description

Senior Client Service Associate – Wealth Management

Location: King of Prussia, PA

Compensation: Up to $115,000 base salary + performance-based bonus

Schedule: Hybrid – 4 days onsite, 1 day remote

Employment Type: Full-Time

About the Opportunity

We are partnering with a growing, highly respected independent wealth management firm seeking an experienced Senior Client Service Associate to join its team in King of Prussia, PA.

This is an excellent opportunity for a seasoned wealth management professional who enjoys building relationships with high-net-worth clients, supporting financial advisers and delivering exceptional client service.

The ideal candidate will have significant, hands‑on experience with Charles Schwab Advisor Center, a strong understanding of wealth management operations and the ability to independently manage complex client service requests.

This organization offers a collaborative, high‑performing environment where employees are valued for their expertise, professionalism and commitment to clients. The firm continues to grow and is seeking someone who wants to build a long‑term career with the organization.

Key Responsibilities

• Serve as a primary point of contact for financial advisers and high-net-worth/ultra-high-net-worth clients, delivering responsive, personalized service.
• Support multiple financial advisers, effectively managing competing priorities and client requests.
• Independently manage account openings, onboarding and ongoing maintenance for individual, joint, IRA, trust and other investment accounts.
• Execute and coordinate ACAT transfers, wires, ACH transactions, distributions and other money movement activities.
• Utilize Charles Schwab Advisor Center for account administration, custodial transactions and client servicing.
• Manage client documentation, beneficiary updates, account changes and other custodial requests.
• Proactively identify and resolve client service issues, coordinating with custodians and internal teams as needed.
• Maintain accurate client records and ensure transactions comply with established policies and regulatory requirements.
• Anticipate adviser and client needs, communicate proactively and follow requests through to completion.
• Identify opportunities to improve workflows, enhance operational efficiency and strengthen the overall client experience.

Required Qualifications

• 5–7+ years of direct experience as a Client Service Associate or Senior Client Service Associate within wealth management, preferably at a Registered Investment Adviser (RIA) or independent wealth management firm.
• 5–7+ years of substantial, hands‑on Charles Schwab Advisor Center experience, including independently processing account openings, ACAT transfers, wires, ACH transactions, distributions and account maintenance.
• Demonstrated experience supporting multiple financial advisers and managing a high volume of client service requests.
• Strong experience working directly with HNW/UHNW clients and handling sensitive financial matters with discretion and professionalism.
• Thorough understanding of brokerage accounts, IRAs, trusts, custodial procedures and wealth management operations.
• Ability to independently execute transactions, troubleshoot issues and take ownership of client requests from beginning to end.
• Excellent organizational skills, attention to detail and ability to prioritize effectively in a fast‑paced environment.
• Strong written and verbal communication skills with a polished, professional and client‑focused approach.
• Demonstrated career stability and an interest in building a long‑term career in wealth management client service.

Preferred Qualifications

• Experience working within an independent RIA or boutique wealth management organization.
• Additional experience with Fidelity or other major custodial platforms.
• Familiarity with financial planning and CRM software commonly used in wealth management.
• Experience supporting sophisticated client relationships involving trusts, estates, retirement accounts and complex asset transfers.
• A proactive, solutions‑oriented mindset and a track record of improving client service processes.

The firm offers a competitive compensation package designed to attract and retain experienced wealth management professionals.

• Base salary up to $115,000, commensurate with experience and qualifications.
• Performance-based bonus opportunity.
• Comprehensive health and employee benefits.
• Employer 401(k) contribution of 3%.
• Paid time off and holidays.
• Professional development and licensing support.
• Hybrid schedule with one remote day per week.
• Opportunity to join a growing organization with a collaborative culture and long‑term career potential.

The Ideal Candidate

We are particularly interested in candidates who have spent several years in a dedicated wealth management client service role and have developed deep expertise in Schwab Advisor Center.

• Enjoys being the trusted resource for both advisers and clients.
• Is comfortable independently managing the full client service lifecycle.
• Understands the demands of supporting multiple financial advisers.
• Takes pride in accuracy, responsiveness and exceptional service.
• Thrives in a professional, collaborative and relationship‑driven environment.
• Is seeking a stable, long‑term opportunity rather than a stepping stone to an adviser position.

Why Consider This Opportunity?

This position offers the opportunity to join a successful, growing wealth management organization where your experience will be appreciated and your contributions will have a direct impact.

You’ll work closely with experienced financial professionals, build meaningful client relationships and play an important role in supporting the firm’s continued growth.

Premier Executive Search is conducting this search on behalf of a confidential client.