Wealth Management Client Services & Planning Associate

Accounting Search; Wexford (Allegheny County); Sur place; USD 48 000 - 72 000; Plein temps

Résumé du poste

Accounting Search is assisting a wealth management firm in Wexford, PA to hire a Client Service Associate focused on delivering comprehensive financial planning support to high-net-worth clients and institutions.

The role includes account opening, documentation processing, preparing meetings with PowerPoint, CRM management, and using Schw Advisor Center and AdviserEngine, with emphasis on accuracy and regulatory compliance; a Bachelor’s degree is required and CFP pursuit is encouraged.

Qualifications

• Bachelor’s degree required.
• Willingness to work toward CFP or comparable designation.
• 2+ years of experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational skills.
• Excellent written and oral communication skills.

Responsabilités

• Daily administration of the financial advisor’s business including opening new client accounts and processing documentation.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment analysis software.
• Manage the CRM (AdviserEngine).
• Process financial account applications on Schw Advisor Center.

Connaissances

Relationship management

Communication skills

Financial services experience

PowerPoint

Schwab Advisor Center

AdviserEngine

Excel

Formation

Bachelor’s degree

CFP pursuit

Outils

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Description du poste

Accounting Search is assisting a wealth management firm in Wexford, PA to hire a Client Service Associate focused on delivering comprehensive financial planning support to high-net-worth clients and institutions.

The role includes account opening, documentation processing, preparing meetings with PowerPoint, CRM management, and using Schw Advisor Center and AdviserEngine, with emphasis on accuracy and regulatory compliance; a Bachelor’s degree is required and CFP pursuit is encouraged.