Wealth Management Client Services Associate

6 Degrees Search; Wexford (Allegheny County); On-site; USD 60,000 - 78,000; Full time

Benefits offered by this job

Competitive pay

Collaborative team

Impactful work

Job summary

6 Degrees Search in Wexford, PA seeks a Client Service Associate to support a wealth management team serving high-net-worth clients and institutions. The role involves opening new accounts, preparing documentation, and processing transactions.

You will use PowerPoint, CRM systems, and financial planning software, collaborating with advisors to deliver comprehensive wealth management services and maintain regulatory compliance.

Qualifications

• Bachelor’s degree required; CFP or similar designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning software and MS Excel.
• Strong communication and relationship-management skills.

Responsibilities

• Open new client accounts and process account documentation and funding.
• Prepare meeting presentations using PowerPoint.
• Enter data into financial planning and investment-analysis software.
• Maintain and use the CRM system (AdviserEngine).
• Process applications in Schwab Advisor Center.

Skills

MS Excel

Financial planning software

Communication

Relationship management

Education

Bachelor’s degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

6 Degrees Search in Wexford, PA seeks a Client Service Associate to support a wealth management team serving high-net-worth clients and institutions. The role involves opening new accounts, preparing documentation, and processing transactions.

You will use PowerPoint, CRM systems, and financial planning software, collaborating with advisors to deliver comprehensive wealth management services and maintain regulatory compliance.