Wealth Advisory Client Service Associate

Tom Trese; Pennsylvania; On-site; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Collaborative team environment

Job summary

A distinguished wealth management firm located in Pennsylvania is seeking a Client Service Associate. The role involves supporting Financial Advisors with account administration, utilizing financial software, and ensuring compliance. Candidates should have a Bachelor's degree, 2+ years of relevant experience, and strong communication skills. The company offers competitive compensation, a collaborative environment, and opportunities for professional development in financial planning.

Qualifications

• Minimum 2 years of experience in financial services and investment advisory.
• Willingness to work toward obtaining a CFP or comparable designation.
• Proficiency in financial planning and understanding of various asset classes.

Responsibilities

• Daily administration of the Financial Advisor's business.
• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.

Skills

Financial planning knowledge

Relationship management

Organizational skills

Communication skills

Technical proficiency in MS Excel

Education

Bachelor’s degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

A distinguished wealth management firm located in Pennsylvania is seeking a Client Service Associate. The role involves supporting Financial Advisors with account administration, utilizing financial software, and ensuring compliance. Candidates should have a Bachelor's degree, 2+ years of relevant experience, and strong communication skills. The company offers competitive compensation, a collaborative environment, and opportunities for professional development in financial planning.