Wealth Management Client Service Associate

Talent With Heart; Wexford (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

You will use PowerPoint for meeting materials, manage AdviserEngine CRM, and process Schwab Advisor Center applications, with a path toward CFP or similar credential.

Qualifications

• Bachelor’s degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
• A minimum of 2 years of experience in the financial services and investment advisory industry.
• Proficiency in financial planning and an understanding of investments across various asset classes.
• Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
• Strong proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Managing the CRM program AdviserEngine.
• Processing financial account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication Skills

Financial Industry Knowledge

Education

Bachelor’s degree

Tools

AdviserEngine CRM

Schwab Advisor Center

DocuSign

MS Excel

Financial planning software

Job description

You will use PowerPoint for meeting materials, manage AdviserEngine CRM, and process Schwab Advisor Center applications, with a path toward CFP or similar credential.