Senior Client Service Associate, Wealth Management — Hybrid

Premier Executive Search; Pennsylvania; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual bonus (10%)

Health insurance benefits

Paid time off

Licensing support & professional dev.

Career advancement opportunities

Job summary

Premier Executive Search is seeking a Senior Client Service Associate for a growing wealth management firm in the Wayne/King of Prussia area. The role is hybrid, four days onsite and one day remote, serving 3–5 financial advisors nationwide.

You will support onboarding, account administration, ACAT transfers, and client service for high-net-worth clients, with direct interaction alongside wealth advisory teams and modern tech-enabled workflows.

Qualifications

• 5–7+ years of client service or operations experience within wealth management.
• Strong hands-on experience with Charles Schwab Advisor Center (account opening, transfers, money movement).
• Experience supporting financial advisors and communicating directly with clients.
• Excellent interpersonal, organizational, and problem-solving skills.
• Ability to work onsite four days per week.

Responsibilities

• Provide high-touch service to financial advisors and clients, including high-net-worth individuals.
• Serve as primary contact for client service inquiries, account requests, and operational needs.
• Build trusted relationships through proactive communication and follow-through.
• Handle sensitive requests with professionalism, discretion, and judgment.
• Coordinate onboarding, account openings, transfers, and daily custodial operations.
• Support advisor transitions and documentation, ensuring accurate records and workflows.

Skills

5–7+ years client service/ops in WM

Schwab Advisor Center expertise

Tools

Charles Schwab Advisor Center

Job description

Premier Executive Search is seeking a Senior Client Service Associate for a growing wealth management firm in the Wayne/King of Prussia area. The role is hybrid, four days onsite and one day remote, serving 3–5 financial advisors nationwide.

You will support onboarding, account administration, ACAT transfers, and client service for high-net-worth clients, with direct interaction alongside wealth advisory teams and modern tech-enabled workflows.