Wealth Management: Client Services Associate

Confident Search Consultants; Wexford (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Confident Search Consultants client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, seeks a Client Service Associate to support a Financial Advisor’s practice and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role involves daily account administration, preparing documents, using AdvisorEngine CRM, Schwab Advisor Center, and MS Excel; and pursuing a CFP or comparable designation while building

Qualifications

• Bachelor’s degree required; pursuing CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning and understanding investments across asset classes.
• Strong relationship management and organizational skills.
• Excellent written and oral communication; ability to convey complex financial information.

Responsibilities

• Daily administration of the Financial Advisor’s business: open new client accounts, process documentation, facilitate disbursements and deposits, maintain client information for compliance.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment analysis software.
• Manage the CRM programme AdviserEngine.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication

Organizational skills

Financial planning

Education

Bachelor’s degree

Tools

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

MS Excel

Job description

Confident Search Consultants client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, seeks a Client Service Associate to support a Financial Advisor’s practice and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role involves daily account administration, preparing documents, using AdvisorEngine CRM, Schwab Advisor Center, and MS Excel; and pursuing a CFP or comparable designation while building