Wealth Management: Client Service Associate, Financial Planning

Clear Concepts, Inc.; Wexford (Allegheny County); Presencial; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus structure

Comprehensive benefits

Descripción de la vacante

Clear Concepts, Inc. is seeking a Client Service Associate to join our wealth management team in Wexford, PA.

You will play a key role in supporting financial advisors and delivering exceptional service to high-net-worth clients and institutions. You will handle account administration, meeting preparation, and data input across planning and investment tools, while maintaining strict regulatory compliance and accurate client records.

Formación

• Bachelor’s degree required; willingness to work toward CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• CRM experience in financial services is a plus; Schwab experience is a plus.
• Experience with DocuSign is a plus.
• Strong financial planning knowledge and understanding of investments across asset classes.
• Excellent written and verbal communication; strong relationship management and organizational skills.

Responsabilidades

• Open new client accounts and prepare account documentation for the Financial Advisor; manage processing of disbursements and deposits with accuracy.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM program AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Conocimientos

MS Excel

Communication

Relationship management

Financial planning

Educación

Bachelor's degree

Herramientas

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

Descripción del empleo

Clear Concepts, Inc. is seeking a Client Service Associate to join our wealth management team in Wexford, PA.

You will play a key role in supporting financial advisors and delivering exceptional service to high-net-worth clients and institutions. You will handle account administration, meeting preparation, and data input across planning and investment tools, while maintaining strict regulatory compliance and accurate client records.