Wealth Management Client Experience Associate

JSO Partners; Center Square (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

JSO Partners seeks a client-focused associate to support advisors in delivering wealth management services. You will assist with investments, tax, retirement, and estate planning, and interact with clients through calls and emails.

The role emphasizes accuracy, organization, and proactive service in a collaborative setting, with opportunities to learn wealth management fundamentals and contribute to client events and growth initiatives.

Qualifications

• Two references (phone number/email).
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• 2–4 years of experience in wealth management, financial services, or a client-facing professional role.
• Commitment to integrity and excellence.
• Strong interpersonal skills and interest in client service.
• Self-starting and self-motivated.
• Strong organizational skills and attention to detail.
• Ability to work in a team environment and demonstrate a professional and friendly manner.
• Gain exposure to financial services industry.
• Learn fundamentals of wealth management, financial planning, and investments.
• Entrepreneurial environment that welcomes creative ideas and contributions.

Responsibilities

• Work closely with our advisors to support new and existing client relationships.
• Actively prepare for and participate in client meetings and follow ups.
• Interface with clients through inbound and outbound phone calls and emails.
• Prepare digital and physical documents to establish or transfer accounts, make investment changes, and perform account maintenance.
• Support account opening, transfers, and ongoing account maintenance, coordinating with our trading and operations team as needed.
• Support execution of firm growth initiatives, including client events, referral program administration, and other strategic projects.
• Research client issues with our broker-dealer’s home office or other service providers.
• Assist with internal projects to enhance our operations, marketing, and technology.

Skills

Microsoft Office

Client service

Organization

Teamwork

Attention to detail

Job description

JSO Partners seeks a client-focused associate to support advisors in delivering wealth management services. You will assist with investments, tax, retirement, and estate planning, and interact with clients through calls and emails.

The role emphasizes accuracy, organization, and proactive service in a collaborative setting, with opportunities to learn wealth management fundamentals and contribute to client events and growth initiatives.