Wealth Management Client Services Specialist

Vogrinc Search Group; Wexford (Allegheny County); On-site; USD 52,000 - 78,000; Full time

Job summary

Vogrinc Search Group is assisting a distinguished wealth management firm in Wexford, PA, in hiring a Client Service Associate to support financial advisors handling high-net-worth clients and institutions.

You will open new accounts, prepare documentation, manage meetings, and input data into planning software while maintaining client information in CRM. A Bachelor’s degree and a drive to pursue CFP are required. Strong Excel skills and communication are essential for success.

Qualifications

• Bachelor’s degree required; CFP pursuit encouraged.
• Minimum 2 years in financial services or investment advisory.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and process account documents.
• Prepare meeting presentations and input data into planning software.
• Maintain client information and CRM accuracy.
• Interact with clients and support financial advisors.

Skills

Relationship management

MS Excel

Communication

Written and verbal communication

Education

Bachelor’s degree

Tools

Schwab Advisor Center

AdviserEngine CRM

DocuSign

PowerPoint

Job description

Vogrinc Search Group is assisting a distinguished wealth management firm in Wexford, PA, in hiring a Client Service Associate to support financial advisors handling high-net-worth clients and institutions.

You will open new accounts, prepare documentation, manage meetings, and input data into planning software while maintaining client information in CRM. A Bachelor’s degree and a drive to pursue CFP are required. Strong Excel skills and communication are essential for success.