Senior Client Service Associate

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

Our client, a well-established firm in the financial services industry, is seeking a Senior Client Service Associate to join their team. This role is ideal for an experienced professional who thrives in a client‑facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high‑level service. The Senior Client Service Associate will be a key member of the client support team, managing client relationships, handling account administration, and ensuring compliance with firm and regulatory standards.

Job Details

Permanent position: Salary $90,000 – $105,000 per year. The role provides the opportunity to work with high‑net‑worth clients and utilize Schwab Advisory services. The successful candidate will be responsible for providing top‑notch client service, managing complex financial transactions, and ensuring the smooth operation of our team.

Benefits

• 401(k)
• Health Insurance
• Flexible schedule
• Paid time off
• Modest accommodation for remote work with tenure & trust

Responsibilities

• Serve as the primary point of contact for high-net-worth clients, providing exceptional service and developing strong relationships.
• Utilize Schwab Advisory Services to manage client accounts, execute trades and maintain accurate records.
• Collaborate with internal teams to ensure seamless financial operations.
• Analyze financial data and prepare detailed reports to inform decision-making.
• Ensure compliance with industry regulations and company policies.
• Contribute to business development efforts, identifying potential clients and opportunities to grow the business.
• Stay abreast of industry trends and changes, continuously updating knowledge and skills.
• Provide guidance and mentorship to junior team members, contributing to a positive, collaborative work environment.

Qualifications

• Bachelor’s degree in Finance, Business or related field.
• Minimum of 5 years of experience in a client service role within the finance or accounting industry.
• Series 65 licensure required.
• Proven experience working with high-net-worth clients.
• Proficiency in Schwab Advisory services.
• Exceptional interpersonal skills, with a focus on client service.
• Strong analytical abilities, with a keen attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work well in a team-oriented environment.
• High level of integrity and professionalism.
• Ability to handle complex financial transactions and manage multiple tasks simultaneously.
• Demonstrated ability to maintain confidentiality and handle sensitive information.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Strong problem-solving skills and the ability to think critically.
• Willingness to continuously learn and adapt in a fast-paced industry.

Apply

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