Senior Wealth Ops & Client Service Lead

Beacon Financial Services; Wayne (PA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) match

Hybrid schedule

Job summary

Beacon Financial Services in Wayne, PA is seeking an experienced, Series 7-licensed professional to be the operational right hand for our advisors. This senior role blends hands-on client service with ongoing process improvement, enabling advisors to spend more time with clients.

The position offers a hybrid schedule (Mon/Wed/Thu in office; Tue/Fri remote) and a total compensation opportunity up to about $125,000, with base salary in the $90k–$115k range and a 3% 401(k) match.

Qualifications

• Active Series 7 license.
• 5+ years of relevant financial-services experience preferred; exceptional candidates with 3+ years of directly relevant experience will be considered.
• Hands-on advisor-support experience including client servicing, money movement, account documentation, and operational workflows.
• Direct client-facing experience and sound judgment with high-value clients.
• Ability to work in our Wayne, PA office Monday, Wednesday, and Thursday.

Responsibilities

• Own client service execution across money movement, transfers, account maintenance, ACATs, and advisor-directed transactions.
• Prepare client reviews with the right account, performance, investment, and planning information - then make sure follow-up actually gets completed.
• Keep Salesforce, eMoney, and other firm systems current with important client details, meeting notes, and action items.
• Run account and performance reports, monitor recurring needs such as RMDs, research questions, and coordinate with custodians and outside partners.
• Catch issues before they become problems and make sure commitments made to clients do not disappear into an inbox or meeting note.

Skills

Client service

Advisor support

Money movement

Account maintenance

Problem solving

Education

Series 7 license

Tools

Salesforce

eMoney

Kestra

Job description

Beacon Financial Services in Wayne, PA is seeking an experienced, Series 7-licensed professional to be the operational right hand for our advisors. This senior role blends hands-on client service with ongoing process improvement, enabling advisors to spend more time with clients.

The position offers a hybrid schedule (Mon/Wed/Thu in office; Tue/Fri remote) and a total compensation opportunity up to about $125,000, with base salary in the $90k–$115k range and a 3% 401(k) match.