Wealth Management Client Services Specialist

Duncan Financial Group; Irwin (Westmoreland County); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive compensation

Vision Insurance

Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Duncan Financial Group in Irwin, PA, seeks a Client Service Associate (Private Wealth Management) to deliver exceptional client servicing and support for Advisors. The role includes coordinating calendars, preparing materials, maintaining CRM records, and processing client requests with accuracy.

Based in the Irwin office, this hybrid position involves interacting with internal teams, clients, and vendors to ensure seamless service and compliance.

Qualifications

• High School Diploma or equivalent.
• 3+ years’ experience in a client servicing role in an investment advisory firm preferred.
• FINRA Securities Registration (Series 7, 63, 65, 66) or willing to obtain within first year of employment preferred.
• Experience with Retirement Plans a plus.
• MS Office Suite (Word, Excel, PowerPoint, Outlook) required.
• CRM software (Redtail) and/or Agency Management System experience preferred.
• Analytical ability to interpret data.
• Effective interpersonal, confidential, professional communication.
• Ability to organize and prioritize high volume activities.
• Background check and credit history may be required.

Responsibilities

• Answers client calls and emails; completes service requests within timelines.
• Manage Advisors’ calendars and schedule client/prospect meetings.
• Coordinate travel for Advisors and complete expense reports.
• Prepare reports, materials, and paperwork for client meetings; submit correspondence.
• Maintain compliance logs and document client interactions in CRM.
• Input account transactions quarterly and monitor relevant systems.
• Maintain paperless/electronic files and produce client review reports.

Skills

Client servicing

Interpersonal skills

Communication skills

Analytical ability

Organizational skills

Education

High School diploma or equivalent

Tools

Redtail CRM

Agency Management System

MS Office

Job description

Duncan Financial Group in Irwin, PA, seeks a Client Service Associate (Private Wealth Management) to deliver exceptional client servicing and support for Advisors. The role includes coordinating calendars, preparing materials, maintaining CRM records, and processing client requests with accuracy.

Based in the Irwin office, this hybrid position involves interacting with internal teams, clients, and vendors to ensure seamless service and compliance.