Wealth Management: Client Service Associate

Kingfisher Recruiting; Wexford (Allegheny County); Presencial; USD 50.000 - 85.000; Jornada completa

Descripción de la vacante

Kingfisher Recruiting is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA, hire a Client Service Associate to support the financial advisor and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role involves daily administration, client communications, CRM maintenance, and use of industry tools like AdviserEngine, Schwab Advisor Center, and DocuSign.

Formación

• Bachelor’s degree is required; willing to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• Prior experience with Schwab and CRM platforms is a plus; DocuSign experience is a plus.
• Strong financial planning knowledge and understanding of investments across asset classes.

Responsabilidades

• Open new client accounts and prepare processing documentation for the advisor's business.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Maintain accurate client information and manage the CRM (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Conocimientos

Communication skills

Relationship management

Organizational skills

Financial knowledge

Educación

Bachelor’s degree

Herramientas

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Descripción del empleo

Kingfisher Recruiting is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA, hire a Client Service Associate to support the financial advisor and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role involves daily administration, client communications, CRM maintenance, and use of industry tools like AdviserEngine, Schwab Advisor Center, and DocuSign.