Wealth Management: Client Services Specialist

KingRecruitingServices; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

KingRecruitingServices is seeking a Client Service Associate for a distinguished wealth management and RIAD firm in Wexford, PA. The role supports Financial Advisors by handling client accounts, documentation, and data entry while ensuring regulatory compliance.

The candidate should hold a Bachelor’s degree, with 2+ years in financial services and strong Excel/CRM skills. CFP pursuit is encouraged, and the position offers growth in a collaborative, client-focused environment.

Qualifications

• Bachelor’s degree required; CFP or comparable designation pursued is encouraged.
• Minimum 2 years of experience in financial services/investment advisory.
• Experience with Schwab and CRM platforms is a plus.
• Proficiency in MS Excel and financial planning software.

Responsibilities

• Open new client accounts and process account documentation; handle disbursements and deposits; maintain client records per regulatory standards.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM system AdviserEngine.
• Process financial account applications on Schwab Advisor Center.

Skills

Relationship management

Communication

Education

Bachelor’s degree

Tools

Schwab Advisor Center

AdviserEngine

PowerPoint

DocuSign

MS Excel

Job description

KingRecruitingServices is seeking a Client Service Associate for a distinguished wealth management and RIAD firm in Wexford, PA. The role supports Financial Advisors by handling client accounts, documentation, and data entry while ensuring regulatory compliance.

The candidate should hold a Bachelor’s degree, with 2+ years in financial services and strong Excel/CRM skills. CFP pursuit is encouraged, and the position offers growth in a collaborative, client-focused environment.