Wealth Management Client Services Specialist

United Future; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

United Future is seeking a Client Service Associate in financial planning to support wealth management for high-net-worth clients. The role involves daily administration, account setup, and documentation, while coordinating with advisors on investment planning and client service.

The candidate should have a bachelor’s degree, 2+ years in financial services, and be prepared to pursue a CFP or similar credential. Proficiency with Excel and planning software is required.

Qualifications

• Bachelor’s degree is required.
• Minimum of 2 years of experience in financial services or investment advisory.
• Willingness to pursue CFP or similar designation.
• Experience with financial planning software and CRM systems.

Responsibilities

• Open new client accounts and prepare account documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Maintain client information and ensure regulatory compliance.
• Manage the CRM program (AdviserEngine).
• Process applications on Schwab Advisor Center.

Skills

Relationship management

Financial planning

Communication

MS Excel

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

United Future is seeking a Client Service Associate in financial planning to support wealth management for high-net-worth clients. The role involves daily administration, account setup, and documentation, while coordinating with advisors on investment planning and client service.

The candidate should have a bachelor’s degree, 2+ years in financial services, and be prepared to pursue a CFP or similar credential. Proficiency with Excel and planning software is required.