Senior Wealth Client Services Specialist

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and PTO

Sick leave

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking a Senior Client Service Associate to deliver high-level service to wealth clients and support a team of advisors and planners. The role involves internal and external communications, meeting preparation, and interface with the Wealth Service Team.

You will manage client data, assist with account paperwork, and coordinate with Custodians and custodial platforms. Strong MS Office and CRM skills are required, with at least five years of administrative

Qualifications

• Bachelor's degree in business administration, finance or related major preferred.
• Minimum 5 years of administrative client service experience.
• Strong MS Office 365 (Excel, Word, PowerPoint) skills.
• Experience with custodian or investment platforms preferred.
• Ability to manage multiple tasks and maintain confidentiality.

Responsibilities

• Coordinate account opening/closing paperwork and funding.
• Prepare client correspondence and disclosures for meetings.
• Assist in accounts opening with Fidelity, Schwab, or similar custodians.
• Support Wealth Directors and Advisors with meetings and reports.
• Maintain accurate client data in Salesforce and portfolio systems.

Skills

Client service orientation

Administrative support

CRM/Salesforce

MS Office 365

Education

Bachelor's degree in business administration/finance or related major

High school diploma

Tools

Salesforce (CRM)

Custodian/investment platforms

Job description

Bryn Mawr Trust, a WSFS Company, is seeking a Senior Client Service Associate to deliver high-level service to wealth clients and support a team of advisors and planners. The role involves internal and external communications, meeting preparation, and interface with the Wealth Service Team.

You will manage client data, assist with account paperwork, and coordinate with Custodians and custodial platforms. Strong MS Office and CRM skills are required, with at least five years of administrative