Wealth Management Client Service Associate — CFP Track

Calqulate Metrics Ltd; Wexford (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

Calqulate Metrics Ltd in Wexford, PA is seeking a Client Service Associate in our wealth management practice to support financial advisors serving high-net-worth clients and institutions. You will handle daily account administration, prepare documentation, and ensure regulatory compliance while delivering excellent client service.

The role requires a Bachelor's degree, ambition to pursue CFP or similar designation, and at least two years in financial services.

Qualifications

• Bachelor's degree required; CFP or similar designation encouraged.
• 2+ years of experience in financial services/investment advisory.
• Strong financial planning knowledge across asset classes.

Responsibilities

• Daily administration of the advisor's business including opening accounts and processing documents.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Manage the CRM program AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

MS Excel

PowerPoint

Education

Bachelor's degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Calqulate Metrics Ltd in Wexford, PA is seeking a Client Service Associate in our wealth management practice to support financial advisors serving high-net-worth clients and institutions. You will handle daily account administration, prepare documentation, and ensure regulatory compliance while delivering excellent client service.

The role requires a Bachelor's degree, ambition to pursue CFP or similar designation, and at least two years in financial services.