Senior Client Service Associate (Wealth Management)

Right Executive Search, LLC; Wayne (PA); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Hybrid schedule

401(k) match

Medical benefits

Career mentorship

Job summary

Right Executive Search, LLC is conducting a search for a Senior Client Service Associate in Wayne, PA. The role supports a team of wealth advisors serving high-net-worth clients with account administration, client service requests, and financial planning support.

The ideal candidate is highly organized, proactive, and focused on delivering an exceptional client experience. Requirements include at least 3 years in wealth management support and proficiency with CRM tools; Series 7/63 is a plus.

Qualifications

• Minimum 3 years of experience supporting financial advisors in wealth management or similar.
• Experience with high-net-worth clients and service delivery.
• Series 7/63 preferred but not required.
• Proficiency with Salesforce or similar CRM; MS Office 365 experience.
• Exposure to financial planning support is a plus.

Responsibilities

• Provide administrative, operational, and client service support to financial advisors.
• Manage new client onboarding; ensure paperwork is complete and accurate.
• Process ACATs, account openings, and maintenance requests.
• Handle client communications via phone, email, and in person.
• Execute money movement requests and operational processing.
• Process advisor-directed trades and account-related transactions.
• Monitor and process RMDs and prepare for client reviews.
• Maintain Salesforce databases and reporting; assist with eMoney data entry.
• Research client and security information via custodial and back-office systems.
• Support 401(k) plan administration and participant needs.

Skills

Client service support

Financial services

CRM (Salesforce)

eMoney

Microsoft 365

Communication

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

eMoney

Morningstar Advisor Workstation

CRM systems

Job description

Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA

Compensation Requirements: $85,000 to $115,000 DOE plus bonus

About the Opportunity

Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors serving high-net-worth individuals and business owners. This is an excellent opportunity to join a collaborative, client-focused firm where your contributions will be valued, your expertise will make a meaningful impact, and you'll have the opportunity to grow alongside a successful and expanding team.

In this role, you will serve as a trusted partner to both advisors and clients, managing account administration, operational workflows, client service requests, and financial planning support. The ideal candidate is highly organized, detail-oriented, proactive, and genuinely enjoys delivering an exceptional client experience. They thrive in a team-oriented environment, take pride in building lasting relationships, and are passionate about helping both clients and colleagues succeed.

Typical Duties and Responsibilities of the Senior Client Service Associate:

• Assist financial advisors with administrative, operational, and client service support
• Manage new client onboarding and ensure all paperwork is complete and accurate
• Process ACATs, account opening documentation, and account maintenance requests
• Handle client communications via phone, email, written correspondence, and in person
• Execute money movement requests and operational processing activities
• Process advisor-directed trades and account-related transactions
• Monitor and process required minimum distributions (RMDs)
• Prepare for and attend client review meetings and implement resulting action items
• Maintain Salesforce databases and reporting
• Assist with eMoney data entry and financial planning support activities
• Research client and security information through custodial and back-office systems
• Support 401(k)-related service responsibilities
• Ensure client documentation complies with firm and industry requirements (compliance)
• Create and maintain workflows and procedures that support operational efficiency
• Participate in special projects and cross-functional initiatives as needed

Senior Client Service Associate Requirements

• Minimum of 3 years of experience supporting financial advisors within a wealth management firm, RIA, broker-dealer, or similar environment, including experience working directly with high-net-worth clients
• Series 7 and 63 licenses preferred
• Exposure to financial planning and para-planning support is preferred
• Experience with Salesforce or a similar CRM platform
• Proficiency with Microsoft 365 applications, including Word, Excel, and Outlook
• Experience with eMoney or similar financial planning software preferred
• Exceptional organizational skills with strong attention to detail and follow-through
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Professional, polished demeanor with a strong commitment to delivering an exceptional client experience
• Proactive, self-motivated, and passionate about helping clients and supporting team success
• Tech-savvy with experience leveraging AI tools to improve workflows, enhance client service, automate routine tasks, and create standardized templates and documentation.
• Bachelor's degree preferred

A plus but not required:

• Experience with Morningstar Advisor Workstation
• Familiarity with 401(k) plan administration and participant support

What Our Amazing Client Offers

• Base salary of $75,000 to $115,000 DOE, plus performance-based bonus opportunity
• Comprehensive benefits package including medical, dental, vision, life, and disability insurance
• 401(k) retirement plan with up to 4% match
• Strong commitment to work-life balance with a hybrid schedule (3 days in office)
• Opportunity to work closely with experienced advisors and firm leadership while gaining valuable industry knowledge and mentorship
• Collaborative, team-oriented culture with a supportive, engaged, and welcoming team.
• Excellent long-term growth and career advancement opportunities
• Newly renovated office in a convenient, easy-to-commute location

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