Wealth Management Client Services Associate

Recruiters' Network Inc.; Wexford (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

Recruiters' Network Inc. represents a distinguished wealth management and registered investment advisory firm in Wexford, PA, seeking a Client Service Associate to support Advisors with daily administration, client onboarding, and regulatory documentation.

Qualifications include a Bachelor’s degree, 2+ years in financial services, and proficiency with CRM, Schwab Advisor Center, AdviserEngine, DocuSign, PowerPoint and financial planning software; CFP track encouraged.

Qualifications

• Bachelor’s degree required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Experience with financial industry CRM a plus; Schwab experience a plus.
• Proficiency in financial planning and investments across asset classes.
• Strong relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Daily administration of the Advisor’s business: opening new client accounts, preparing and processing documentation, and ensuring compliance.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage CRM AdviserEngine.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Financial planning knowledge

CRM experience

Team collaboration

Education

Bachelor’s degree

Tools

PowerPoint

MS Excel

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Recruiters' Network Inc. represents a distinguished wealth management and registered investment advisory firm in Wexford, PA, seeking a Client Service Associate to support Advisors with daily administration, client onboarding, and regulatory documentation.

Qualifications include a Bachelor’s degree, 2+ years in financial services, and proficiency with CRM, Schwab Advisor Center, AdviserEngine, DocuSign, PowerPoint and financial planning software; CFP track encouraged.