Wealth Management: Client Experience Lead

Wealth Management Careers Connect; Willistown Township (PA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health Care - Medical

Vision Insurance

Paid Time Off

Job summary

Becker Wealth Management is seeking a Client Service Manager to deliver an exceptional client experience and support the firm’s operations. You will interact with clients and the President/Lead Financial Advisor, handling inquiries, account servicing, and investment onboarding.

In-office role at Paoli with potential for a hybrid schedule after the introductory period, you will coordinate meetings, manage documentation, and facilitate money movements and asset transfers in line with regulatory

Qualifications

• Minimum 3 years of client support or operations experience.
• Familiarity with Pershing (NetX360) preferred.
• Strong self-direction and ability to manage multiple tasks.
• Excellent organizational and communication skills.
• Proficient in Microsoft Office; Zoom and Adobe Acrobat.
• Ability to maintain confidentiality and integrity.
• Full-time; 40 hours per week.
• In-office role at Paoli location with potential hybrid schedule.

Responsibilities

• Provide exceptional client service by addressing inquiries and account issues.
• Coordinate client meetings and review materials with the advisor.
• Facilitate onboarding of new investment accounts end-to-end.
• Execute money movements and asset transfers per regulatory standards.
• Follow up on outstanding paperwork and data requests.
• Monitor system alerts and clear backlogs.
• Liaise with vendors and product sponsors for client inquiries.
• Manage office workflows and tasks.
• Plan client events and assist marketing efforts.
• Oversee payroll, invoices, and office supplies.
• Support compliance tasks and day-to-day operations.

Skills

Client service

Operations

Detail oriented

Organizational skills

Microsoft Office

Communication

Team player

Hybrid readiness

Tools

Pershing NetX360

Job description

Becker Wealth Management is seeking a Client Service Manager to deliver an exceptional client experience and support the firm’s operations. You will interact with clients and the President/Lead Financial Advisor, handling inquiries, account servicing, and investment onboarding.

In-office role at Paoli with potential for a hybrid schedule after the introductory period, you will coordinate meetings, manage documentation, and facilitate money movements and asset transfers in line with regulatory