Wealth Management Client Services Associate

Professional Recruiting Consultants, Inc.; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Bonus structure

Comprehensive benefits package

Collaborative team environment

Job summary

Professional Recruiting Consultants, Inc. seeks a Client Service Associate – Financial Planning in Wexford, PA to support a wealth management firm. You will handle daily administration, client documentation, and CRM tasks, while preparing presentations and inputting planning data.

The role requires a bachelor’s degree, 2+ years in financial services, and strong communication and relationship skills. CFP pursuit is encouraged; proficiency with Excel and planning software is essential.

Qualifications

• Bachelor’s degree required; CFP or comparable designation encouraged.
• 2+ years experience in financial services/investment advisory.
• Proficiency in financial planning software and MS Excel.
• Excellent written and oral communication; strong relationship management.

Responsibilities

• Daily administration of adviser’s business: client accounts, documents, disbursements, deposits, and maintaining client info.
• Prepare meeting presentations using PowerPoint.
• Input data to financial planning and investment analysis software.
• Manage CRM program AdviserEngine and process applications in Schwab Advisor Center.
• Prioritize regulatory compliance in all client-related activities.

Skills

Financial planning

CRM experience

Client relationship mgmt

Communication skills

Excel proficiency

Education

Bachelor's degree

Willingness to pursue CFP

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Job description

Professional Recruiting Consultants, Inc. seeks a Client Service Associate – Financial Planning in Wexford, PA to support a wealth management firm. You will handle daily administration, client documentation, and CRM tasks, while preparing presentations and inputting planning data.

The role requires a bachelor’s degree, 2+ years in financial services, and strong communication and relationship skills. CFP pursuit is encouraged; proficiency with Excel and planning software is essential.