Wealth Management Client Service Representative

Sterling St James LLC; Wexford (Allegheny County); On-site; USD 50,000 - 75,000; Full time

Job summary

Sterling St James LLC in the Pittsburgh area (Wexford, PA) seeks a Client Service Associate to support a financial planning team serving high-net-worth clients and institutions. You will handle new client accounts, process documentation, and support advisors with reporting and presentations.

The role requires a Bachelor's degree, at least 2 years in financial services, and proficiency with MS Excel and planning software; familiarity with Schwab Advisor Center and DocuSign is a plus, with CFP

Qualifications

• Bachelor's degree required; CFP or comparable designation encouraged.
• 2+ years of experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational skills.
• Excellent written and oral communication.

Responsibilities

• Open new client accounts and prepare/process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Manage the CRM (AdviserEngine).
• Process account applications in Schwab Advisor Center.

Skills

MS Excel

Financial planning software

Relationship management

Education

Bachelor's degree

Tools

Schwab Advisor Center

AdviserEngine

DocuSign

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

• Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
• Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
• Impactful Work: Your contributions will make a meaningful impact on the financial well‑being of their clients and shape their future success.

Key Responsibilities

• Daily administration of the Financial Advisor’s business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Managing the CRM program (AdviserEngine)
• Processing financial account applications on Schwab Advisor Center

Qualifications

• Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
• Prior experience with financial industry CRM a plus Prior experience with Schwab plus
• Prior experience with DocuSign a plus
• Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
• Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
• Relationship Management: Exceptional relationship management and organisational skills, with the ability to build and maintain client relationships.
• Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
• Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.