Wealth Client Solutions Specialist

Bryn Mawr Trust; Hershey (PA); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k)

Life, disability insurance

FSAs/HSAs

Wellness programs

Parental leave

Military leave

Vacation/paid time off

Sick leave

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, seeks an organized Administrative Assistant to support Wealth Directors and Advisors with client onboarding, meeting prep, and ongoing service.

Responsibilities include processing account paperwork, coordinating with custodians, maintaining client data in CRM, and delivering exceptional client service to high-net-worth clients. A business degree and strong MS Office skills are preferred.

Qualifications

• Minimum 5 years of experience in administrative client service.
• Bachelor's degree in business administration, finance or related field preferred.
• Strong MS Office 365 skills including Excel, Word and PowerPoint.

Responsibilities

• Manage multiple time sensitive tasks for internal and external clients (account opening/closing, funding, transfers).
• Coordinate with Wealth Director and Advisors on client correspondence and disclosures.
• Assist the account opening process with custodians (Fidelity, Schwab, etc.).
• Provide client service support including cash movements, fee reviews, and reports.
• Coordinate client meetings and tailor presentation materials for clients and advisors.
• Be first point of contact for high-net-worth clients and manage phone line.
• Maintain accurate client data in Salesforce/CRM and portfolio systems.
• Support process improvements and general office duties.

Skills

Administrative support

Client service

CRM experience

Microsoft Office

Discretion and professionalism

Education

Bachelor's degree in business/finance

Tools

Custodian platforms

SEI experience

Job description

Bryn Mawr Trust, a WSFS Company, seeks an organized Administrative Assistant to support Wealth Directors and Advisors with client onboarding, meeting prep, and ongoing service.

Responsibilities include processing account paperwork, coordinating with custodians, maintaining client data in CRM, and delivering exceptional client service to high-net-worth clients. A business degree and strong MS Office skills are preferred.