Wealth Management Client Services Specialist

TalentWealth; Yardley (Bucks County); On-site; USD 60,000 - 80,000; Full time

Job summary

TalentWealth Recruiting, on behalf of an established independent wealth management firm located in Yardley, PA, seeks a Client Services Associate to join its growing team. Under supervision, you will provide proactive support to financial advisors and assist with efficient client service and documentation processing.

Responsibilities include handling inquiries, processing quotes, entering data into planning software, and preparing letters and spreadsheets to service existing clients and prospect

Qualifications

• Strong communication and interpersonal skills.
• Attention to detail with data entry accuracy.
• Ability to follow procedures and maintain confidentiality.

Responsibilities

• Provide proactive client service support to financial advisors and clients.
• Handle basic inquiries and provide quotes over the phone and in person.
• Enter data into financial planning software and maintain client records.
• Process and follow up on client documents for account maintenance.
• Prepare letters, forms, and spreadsheets to support servicing existing and prospective clients.
• Assist with reporting and data extraction from portfolio software.

Job description

TalentWealth Recruiting, on behalf of an established independent wealth management firm located in Yardley, PA, seeks a Client Services Associate to join its growing team. Under supervision, you will provide proactive support to financial advisors and assist with efficient client service and documentation processing.

Responsibilities include handling inquiries, processing quotes, entering data into planning software, and preparing letters and spreadsheets to service existing clients and prospect