Wealth Management Client Services Associate

Aspire Talent Solutions; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Aspire Talent Solutions is assisting a wealth management client in Wexford, PA, to hire a Client Service Associate focused on financial planning and client service. You will support advisors, prepare presentations, and maintain client data across planning tools.

The role requires a Bachelor's degree and 2+ years in financial services, with opportunities to pursue CFP or related credentials. A collaborative team environment is offered with competitive compensation.

Qualifications

• Bachelor's degree required; pursuing CFP or similar designation encouraged.
• 2+ years in financial services or investment advisory.
• Strong Excel skills and familiarity with financial planning software.

Responsibilities

• Daily administration of the advisor's business: open client accounts, prepare and process documents, handle disbursements and deposits, and maintain client data for compliance.
• Prepare meeting presentations using PowerPoint.
• Enter information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM system.
• Process financial account applications in Schwab Advisor Center.

Skills

Relationship management

MS Excel

Written & verbal communication

Financial planning knowledge

CRM experience

Education

Bachelor's degree

Tools

Schwab Advisor Center

DocuSign

AdviserEngine CRM

Job description

Aspire Talent Solutions is assisting a wealth management client in Wexford, PA, to hire a Client Service Associate focused on financial planning and client service. You will support advisors, prepare presentations, and maintain client data across planning tools.

The role requires a Bachelor's degree and 2+ years in financial services, with opportunities to pursue CFP or related credentials. A collaborative team environment is offered with competitive compensation.