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

Medical, dental, vision, life, anddis'

401(k) retirement plan with up to 4%

Hybrid schedule (3 days in office)

Mentorship and career growth

Job summary

Right Executive Search, LLC is helping a Wayne, PA wealth management firm find a Senior Client Service Associate. The role supports advisors serving high-net-worth clients, handling onboarding, account administration, and client service workflows.

The position offers a hybrid schedule (3 days in office) with a compensation range of $85,000–$115,000 DOE plus bonus and a strong benefits package. You will contribute to service delivery and collaboration across the team.

Qualifications

• Minimum of 3 years of experience supporting financial advisors within a wealth management firm, RIA, broker-dealer, or similar environment.
• Series 7 and 63 licenses preferred.
• Experience with Salesforce or a similar CRM platform.

Responsibilities

• 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 documents, and 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 following actions.

Skills

Client service

Organizational skills

Communication

Multitasking

Tech-savvy

AI tools

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

eMoney

Morningstar Advisor Workstation

Microsoft 365

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

Keywords

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