Senior Client Service Associate: Wealth Management Support

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

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.