Senior Wealth Client Services Specialist

Bryn Mawr Trust Co.; Lancaster (Lancaster County); Hybrid; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability保险

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and other paid time off

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Senior Client Service Associate to deliver high-level service to wealth clients, advisors and vendors. You will support a team of Wealth Directors, Investment Advisors and Financial Planners, handling complex client communications and administrative tasks.

Responsibilities include preparing account opening paperwork, coordinating client meetings, maintaining accurate data in Salesforce and custodial platforms, and contributing to process improvements

Qualifications

• Must have high school diploma; a bachelor’s in business/finance preferred.
• Minimum 5 years of administrative client service experience.
• Strong Microsoft Office 365 skills including Excel, Word and PowerPoint; basic numeracy.
• Experience with custodian platforms/investment systems; SEI a plus.

Responsibilities

• Coordinate account opening/closing paperwork and client communications.
• Prepare and mail client correspondence, disclosures, and Investment Policy Statements.
• Support Wealth Director and Advisors; tailor client presentation materials.
• Manage client data in Salesforce and custodial/portfolio systems; assist meetings.

Skills

MS Office 365

Excel

Word

PowerPoint

Numeracy

Prioritization

Education

High school diploma

Bachelor's degree in business/finance

Tools

Salesforce (CRM)

Custodian platforms

SEI experience

Investment systems

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Senior Client Service Associate to deliver high-level service to wealth clients, advisors and vendors. You will support a team of Wealth Directors, Investment Advisors and Financial Planners, handling complex client communications and administrative tasks.

Responsibilities include preparing account opening paperwork, coordinating client meetings, maintaining accurate data in Salesforce and custodial platforms, and contributing to process improvements