Wealth Management Client Service Associate: Growth & Impact

Zaddy Solutions; Wexford (Allegheny County); On-site; USD 52,000 - 75,000; Full time

Job summary

Zaddy Solutions in Wexford, PA, is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. The role involves daily administration, document preparation, data entry into planning software, and CRM management.

The candidate should have a bachelor's degree, 2+ years in financial services, and strong communication skills; pursuing CFP or equivalent designation is encouraged.

Qualifications

• Bachelor’s degree required; willingness to pursue CFP or comparable designation.
• Minimum 2 years experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and manage account documents and funding processing.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Maintain client information in CRM and ensure compliance.
• Process financial account applications on Schwab Advisor Center.

Skills

Client relationship management

MS Excel

Financial planning

Communication

PowerPoint

CRM software

Education

Bachelor’s degree

CFP pursuit

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Zaddy Solutions in Wexford, PA, is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. The role involves daily administration, document preparation, data entry into planning software, and CRM management.

The candidate should have a bachelor's degree, 2+ years in financial services, and strong communication skills; pursuing CFP or equivalent designation is encouraged.