Wealth Management: Client Services Associate

Software Placement Group, SPG; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Software Placement Group, SPG is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. This on-site role emphasizes collaboration within a close-knit team in Wexford, PA.

You will handle account openings, documentation, and CRM management, while preparing presentations and coordinating with planning software. A CFP track is encouraged, with a minimum of 2 years in financial services.

Qualifications

• Bachelor's degree required; willingness to work toward CFP or comparable designation.
• Minimum of 2 years of experience in financial services/investment advisory.
• CRM experience is a plus; Schwab experience is a plus; DocuSign experience is a plus.
• Strong understanding of investments across asset classes and financial planning.
• Excellent written and oral communication; ability to convey complex financial information.

Responsibilities

• Support Financial Advisors with daily administration, including opening client accounts and documenting investment activity.
• Facilitate disbursements and deposits of funds and securities.
• Maintain accurate client data in compliance with standards.
• Prepare meeting presentations using PowerPoint; input data into planning software.
• Manage CRM AdviserEngine and process applications on Schwab Advisor Center.

Skills

Relationship mgmt

Excel

Communication

Financial planning

MS Office

Education

Bachelor's degree

CFP designation (toward)

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Software Placement Group, SPG is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. This on-site role emphasizes collaboration within a close-knit team in Wexford, PA.

You will handle account openings, documentation, and CRM management, while preparing presentations and coordinating with planning software. A CFP track is encouraged, with a minimum of 2 years in financial services.