Wealth Management Client Services Associate

The Recruiting Hive; Wexford (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

The Recruiting Hive is assisting a leading wealth management firm in Wexford, PA to hire a Client Service Associate for Financial Planning. The role focuses on client onboarding, documentation, and support to the Financial Advisor, ensuring accuracy and compliance.

Ideal candidates hold a Bachelor’s degree with 2+ years in financial services, show proficiency in Excel and planning software, and possess strong communication and relationship-management skills. A CFP pathway is encouraged.

Qualifications

• Bachelor’s degree is required; pursuit of CFP or similar designation encouraged.
• Minimum 2 years of experience in financial services or investment advisory.
• Proficiency in financial planning and investments across asset classes.
• Strong relationship management and organizational skills.
• Proficient in MS Excel and financial planning software; excellent communication skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting materials using PowerPoint.
• Enter data into financial planning and investment software.
• Maintain client records in the CRM and ensure regulatory compliance.
• Support the Financial Advisor by coordinating client communications and tasks.

Skills

Relationship management

Communication

Financial planning

Investments knowledge

Regulatory compliance

Education

Bachelor's degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

Job description

The Recruiting Hive is assisting a leading wealth management firm in Wexford, PA to hire a Client Service Associate for Financial Planning. The role focuses on client onboarding, documentation, and support to the Financial Advisor, ensuring accuracy and compliance.

Ideal candidates hold a Bachelor’s degree with 2+ years in financial services, show proficiency in Excel and planning software, and possess strong communication and relationship-management skills. A CFP pathway is encouraged.