Wealth Management Client Service Associate – Impact & Growth

Ridgemont Resources, Inc.; Wexford (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation package

Collaborative team environment

Impactful client work

Job summary

Ridgemont Resources, Inc. is seeking a Client Service Associate to support a financial advisor team in wealth management for high-net-worth clients and institutions. The role involves daily administration, client documentation, and involvement with planning software.

The successful candidate will have a Bachelor’s degree, 2+ years in financial services, and a drive to pursue CFP or equivalent designation, with strong MS Excel and communication skills to deliver excellent client service.

Qualifications

• Bachelor’s degree required; pursuing CFP or comparable designation encouraged.
• Minimum of 2 years of experience in financial services/investment advisory.
• Proficiency in financial planning and investments across asset classes.

Responsibilities

• Open new client accounts and process account documentation; manage deposits and disbursements; maintain client information in compliance.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment analysis software.
• Manage the CRM system AdviserEngine.
• Process applications on Schwab Advisor Center.

Skills

Relationship management

Communication

Financial planning

Education

Bachelor’s degree

Tools

PowerPoint

MS Excel

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Ridgemont Resources, Inc. is seeking a Client Service Associate to support a financial advisor team in wealth management for high-net-worth clients and institutions. The role involves daily administration, client documentation, and involvement with planning software.

The successful candidate will have a Bachelor’s degree, 2+ years in financial services, and a drive to pursue CFP or equivalent designation, with strong MS Excel and communication skills to deliver excellent client service.