Wealth Management Client Services Associate

Valley National Financial Advisors; Bethlehem (Northampton County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Collegial work environment

Opportunity for long-term client relationships

Competitive compensation and benefits

Job summary

A financial advisory firm in Bethlehem is seeking a proactive Client Service Associate to support Financial Advisors. The role involves client interaction, managing account paperwork, and ensuring operational efficiency. Ideal candidates have a degree in finance or business, 1-3 years of relevant experience, and strong interpersonal skills. Compensation ranges from $60,000 to $80,000, with opportunities for growth in a collegial environment.

Qualifications

• 1–3 years of experience in financial services, preferably in wealth management.
• Strong understanding of investment account types and custodial processes.
• Licenses Series 65, 7, or 63 preferred.

Responsibilities

• Serve as primary contact for client service requests.
• Prepare new account paperwork and process transactions.
• Maintain client records in CRM with high accuracy.

Skills

Attention to detail

Communication skills

Organizational skills

Client management

Education

Bachelor's degree in finance or business

Tools

Microsoft Office Suite

CRM systems

Job description

A financial advisory firm in Bethlehem is seeking a proactive Client Service Associate to support Financial Advisors. The role involves client interaction, managing account paperwork, and ensuring operational efficiency. Ideal candidates have a degree in finance or business, 1-3 years of relevant experience, and strong interpersonal skills. Compensation ranges from $60,000 to $80,000, with opportunities for growth in a collegial environment.