Wealth Management Client Services Associate

SteveRecruiter, LLC; 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

A wealth management and registered investment adviser located in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor in delivering comprehensive wealth management and client service to high-net-worth clients and institutions.

The role involves opening client accounts, processing documentation, using Schwab Advisor Center, AdviserEngine, DocuSign, PowerPoint, and Excel; strong CRM, communication, and organizational skills are required.

Qualifications

• Bachelor’s degree is required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Experience with Schwab and CRM tools is a plus.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint and input data into planning software.
• Maintain accurate client information and ensure regulatory compliance.
• Manage the CRM system (AdviserEngine) and assist with account applications in Schwab Advisor Center.

Skills

Communication

Relationship management

Organizational skills

Financial planning knowledge

Excel proficiency

Education

Bachelor's degree

Tools

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

MS Excel

CRM systems

Job description

A wealth management and registered investment adviser located in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor in delivering comprehensive wealth management and client service to high-net-worth clients and institutions.

The role involves opening client accounts, processing documentation, using Schwab Advisor Center, AdviserEngine, DocuSign, PowerPoint, and Excel; strong CRM, communication, and organizational skills are required.