Senior Client Services Associate

WSFS Bank; Town of Lancaster (NY); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid holidays and life insurance

Job summary

WSFS Bank is seeking a Senior Client Service Associate to deliver high-level service to wealth clients, advisors, and vendors. The role supports Wealth Director, Investment Advisors, and Financial Planners through internal/external communications and meeting preparation.

Responsibilities include handling account openings, paperwork, cash movement requests, and presenting reports. This position requires strong MS Office skills and 5–7 years in admin client service.

Qualifications

• Must have high school diploma; a 4-year college degree in business or finance preferred.
• Strong knowledge of custodian platforms, investment principles and portfolio systems.
• 5–7 years of experience in administrative client service.

Responsibilities

• Manage multiple time sensitive tasks for internal and external clients.
• Prepare account opening/closing forms and funding paperwork.
• Coordinate with Wealth Director, Advisors and Financial Associates on client communications and disclosures.
• Assist the account opening process for all account types.
• Prepare paperwork with Fidelity, Schwab, or similar custodian.
• Provide client servicing support to Wealth Director and Advisors.
• Arrange and prepare client meeting materials and presentations.
• Support compliance and maintain accurate client data in Salesforce and portfolio systems.
• Contribute to process improvements and division initiatives.
• Handle general office duties and mail processing.

Skills

Client servicing

Administrative support

Account management

Education

Bachelor’s degree in business administration, finance or related major

Tools

Salesforce (CRM)

Job description

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing individuals (Wealth Director, Investment Advisors, Financial Planners) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, preparation and participation in select client meetings, and interface with the Wealth Service Team.

Job Responsibilities:

• Manage multiple time sensitive tasks simultaneously for both internal and external clients.
• Those tasks include preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money, paper and electronic filing.
• Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and Financial Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork.
• Assist the account opening process for all account types.
• Be able to prepare account opening paperwork in an efficient manner with Fidelity, Schwab, or a like custodian.
• Provide client servicing support to Wealth Director, and Investment Advisors.
• This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
• Coordinate client meetings for Wealth Director and Investment Advisors and assist in meeting preparation.
• Be willing and able to systemically tailor client presentation materials to the needs of the client and Wealth Director or Investment Advisor.
• Serve as first point of contact for high-net -worth clients, as well as build and maintain those relationships by providing exceptional client service support.
• Answer the main phone line on a rotating and recurring basis.
• Provide backup to sort/scan and distribute mail, as needed.
• Proactively anticipate the needs of the team and help them stay ahead of compliance requirements, internal requests and preparing for meetings.
• Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems.
• Administer complex and precise processes in support of client needs.
• Contribute with process improvement ideas.
• Contribute to Division initiatives (systems conversions, projects, etc.).
• General office management duties such as ordering supplies, administrative duties, including the scanning and filing of client materials.

Minimum Qualifications:

• Must have high school diploma required, however, a 4-year college degree in business administration, finance or a business-related major is highly preferred.
• General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems;
• Must have 5-7 years of experience in administrative client service required
• Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
• Experience with custodian platforms and/or investment system is preferred.
• Must be able to juggle priorities, be organized and have an adjustable social style.
• Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
• Must have no disclosures on Form U-4, if licensed.
• WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits:

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.