Wealth Client Experience Associate

Credent Wealth; Indiana (PA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Credent Wealth is seeking a Client Service Associate to support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship.

This role will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience

Qualifications

• Progressive analytical knowledge, client service, and interpersonal skills.
• Excellent verbal, written, and presentation communication skills.
• General understanding of account types (Roth, IRA, NQ, Trust, TODs).
• Adaptable, detail-oriented, and creative problem-solving skills.
• Ability to multitask, learn, and think beyond the current process.
• Proficient in Microsoft Office suite.

Responsibilities

• Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.

Skills

Analytical skills

Communication

Account types

Detail oriented

Multitasking

MS Office

CRM systems

Education

High School Diploma

Associate's in Finance

Bachelor's in Finance/Business Admin

Tools

CRM systems

Microsoft Office Suite

Job description

Credent Wealth is seeking a Client Service Associate to support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship.

This role will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience