Wealth Management Client Services Specialist

Essenti Talent; Wexford (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Essenti Talent is seeking a Client Service Associate for a wealth management firm in Wexford, PA. The role focuses on administrative support for a Financial Advisor, opening client accounts, preparing documentation, and ensuring compliance, with opportunities to advance toward CFP designation.

The position requires at least a Bachelor’s degree, 2+ years in financial services, and strong MS Excel and communication skills. Experience with Schwab, AdviserEngine, and DocuSign is a plus.

Qualifications

• Bachelor’s degree is required, with willingness to pursue CFP or similar designation.
• Experience with financial industry CRM and Schwab a plus.
• Experience with DocuSign a plus.
• Minimum 2 years of experience in financial services and investment advisory.
• Strong financial planning knowledge across asset classes.
• Excellent relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and process account documents.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment analysis software.
• Maintain client information in CRM while ensuring compliance.
• Process financial account applications in Schwab Advisor Center.

Skills

Financial planning

Investments

Relationship management

Communication skills

MS Excel

PowerPoint

CRM systems

Document handling

Education

Bachelor’s degree

Tools

Schwab Advisor Center

AdviserEngine

DocuSign

PowerPoint

MS Excel

Job description

Essenti Talent is seeking a Client Service Associate for a wealth management firm in Wexford, PA. The role focuses on administrative support for a Financial Advisor, opening client accounts, preparing documentation, and ensuring compliance, with opportunities to advance toward CFP designation.

The position requires at least a Bachelor’s degree, 2+ years in financial services, and strong MS Excel and communication skills. Experience with Schwab, AdviserEngine, and DocuSign is a plus.