Senior Wealth Client Services Associate

WSFS Bank; Hershey, Northern (PA, KY); Hybrid; USD 54,000 - 88,000; Full time

Job summary

WSFS Bank is seeking a Senior Client Service Associate to provide high-level service to wealth clients, advisors, and vendors. You will support a team including Wealth Director, Investment Advisors, and Financial Planners, handling internal and external communications and helping prepare client meetings.

Responsibilities include managing time-sensitive tasks, account opening/closing, funding, coordinating with custodians like Fidelity or Schwab, preparing disclosures and statements, and

Qualifications

• Must have high school diploma; 4-year college degree preferred.
• General knowledge of custodian platforms and investment principles.
• 5-7 years of experience in administrative client service.
• Strong MS Office 365 skills including Excel, Word and PowerPoint; basic numeracy.
• Experience with custodian platforms and/or investment systems preferred.

Responsibilities

• Manage multiple time-sensitive tasks for internal and external clients.
• Prepare account opening/closing forms and funding.
• Coordinate with Wealth Director, Advisors and Associates on disclosures and paperwork.
• Assist the account opening process for all account types.
• Prepare paperwork with Fidelity, Schwab, or custodians.
• Provide client servicing support to Wealth Director and Advisors.
• Prepare reports and presentations; coordinate client meetings.
• Tailor client presentation materials to client needs.
• Serve as first point of contact for high-net-worth clients.
• Answer main phone line on a rotating basis; provide mail sort/scan support.
• Support compliance and meeting preparation.
• Maintain client data in Salesforce and custodial systems.
• Contribute to process improvements and division initiatives.
• General office duties including supplies and filing.

Skills

High school diploma

5-7 years exp

MS Office 365

Excel

Word

PowerPoint

Organization

Multitasking

Client service

Salesforce

Custodian platforms

Education

Bachelor's degree in business administration, finance or related

Tools

Salesforce (CRM)

Custodian platforms

Job description

WSFS Bank is seeking a Senior Client Service Associate to provide high-level service to wealth clients, advisors, and vendors. You will support a team including Wealth Director, Investment Advisors, and Financial Planners, handling internal and external communications and helping prepare client meetings.

Responsibilities include managing time-sensitive tasks, account opening/closing, funding, coordinating with custodians like Fidelity or Schwab, preparing disclosures and statements, and