Wealth Management Client Services Associate

Kyler Professional Search; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Kyler Professional Search is assisting a distinguished wealth management firm in Wexford, PA, to recruit a Client Service Associate. The role supports Advisors in daily client service operations, account openings, documentation, and presentations.

The ideal candidate will have a bachelor’s degree and at least 2 years in financial services, with CFP pursuit encouraged and strong Excel/CRM capabilities. Excellent communication and relationship-building skills are essential.

Qualifications

• Bachelor’s degree required; CFP or similar designation encouraged.
• Minimum 2 years in financial services/investment advisory.
• CRM experience plus; Schwab experience a plus.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication; relationship management skills.

Responsibilities

• Support Advisors in daily administration of the business; open new client accounts and prepare documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM; process Schwab Advisor Center account applications.

Skills

Relationship management

Communication

Organization

Client service

Education

Bachelor’s degree

CFP goal

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

Excel

PowerPoint

Job description

Kyler Professional Search is assisting a distinguished wealth management firm in Wexford, PA, to recruit a Client Service Associate. The role supports Advisors in daily client service operations, account openings, documentation, and presentations.

The ideal candidate will have a bachelor’s degree and at least 2 years in financial services, with CFP pursuit encouraged and strong Excel/CRM capabilities. Excellent communication and relationship-building skills are essential.