Wealth Management Client Services Associate

Omega Point Partners; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Omega Point Partners in Wexford, PA seeks a Client Service Associate to support a financial planning practice serving high-net-worth clients and institutions. The role focuses on account administration, documentation, and coordination with advisors to maintain accuracy and regulatory compliance.

You'll prepare meeting materials in PowerPoint, enter data into planning software, and manage CRM and Schwab Advisor Center applications.

Qualifications

• Bachelor’s degree required; willingness to pursue CFP or a comparable financial planning designation.
• 2+ years of experience in the financial services and investment advisory industry.
• Experience with Schwab Advisor Center and CRM systems is a plus.
• Proficiency in MS Excel and financial planning software; strong communication skills.

Responsibilities

• Open new client accounts and process account documentation, disbursements, and deposits.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM program AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Education

Bachelor’s degree

CFP designation pursuit

Tools

MS Excel

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Omega Point Partners in Wexford, PA seeks a Client Service Associate to support a financial planning practice serving high-net-worth clients and institutions. The role focuses on account administration, documentation, and coordination with advisors to maintain accuracy and regulatory compliance.

You'll prepare meeting materials in PowerPoint, enter data into planning software, and manage CRM and Schwab Advisor Center applications.