Wealth Management Client Services Specialist

Management Performance Associates; Wexford (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and bonus

Benefits package

Professional development

Job summary

Management Performance Associates in Wexford, PA is seeking a Client Service Associate to support a wealth management team. The role focuses on daily administration, client documentation, and preparing materials for client meetings.

The position requires a Bachelor’s degree and a drive toward CFP or similar designation, plus 2+ years in financial services. Proficiency with Excel and planning software is expected.

Qualifications

• Bachelor’s degree is required, with willingness to work toward CFP or comparable designation.
• 2+ years of experience in financial services/investment advisory.
• Experience with financial planning and investments across asset classes.

Responsibilities

• Daily administration of the advisor’s business: open new client accounts, prepare and process documentation, facilitate disbursements and deposits, maintain client records in compliance.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage CRM (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

Job description

Management Performance Associates in Wexford, PA is seeking a Client Service Associate to support a wealth management team. The role focuses on daily administration, client documentation, and preparing materials for client meetings.

The position requires a Bachelor’s degree and a drive toward CFP or similar designation, plus 2+ years in financial services. Proficiency with Excel and planning software is expected.