Wealth Management Client Services Specialist

Key People; Wexford (Allegheny County); On-site; USD 60,000 - 75,000; Full time

Job summary

Key People is seeking a Client Service Associate in Wexford, PA to support a financial planning team serving high-net-worth clients and institutions. The role involves account openings, processing documentation, and maintaining client data in line with compliance standards.

The ideal candidate will have a bachelor’s degree, at least 2 years in financial services, and pursue CFP or related credentials while leveraging Excel and planning software to analyze investments and client needs.

Qualifications

• Bachelor’s degree required with willingness to pursue CFP or similar designation.

Responsibilities

• Daily administration of the Financial Advisor's business by opening new client accounts and processing account documentation, facilitating disbursements and deposits, and maintaining client information.

Skills

Financial planning knowledge

Relationship management

Communication skills

Attention to detail

Team player

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Job description

Key People is seeking a Client Service Associate in Wexford, PA to support a financial planning team serving high-net-worth clients and institutions. The role involves account openings, processing documentation, and maintaining client data in line with compliance standards.

The ideal candidate will have a bachelor’s degree, at least 2 years in financial services, and pursue CFP or related credentials while leveraging Excel and planning software to analyze investments and client needs.