Wealth Management: Senior Client Services Lead (Hybrid)

NPAworldwide; Wayne (PA); Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Hybrid schedule (3 days in office)

Performance-based bonus opportunity

Comprehensive benefits package

Job summary

NPAworldwide is seeking a Senior Client Service Associate for our Wayne, PA location in a hybrid role (3 days in office). You will support advisors serving high-net-worth individuals and businesses with onboarding, account administration, and financial planning tasks.

Base salary range is $75,000 - $115,000 DOE plus bonus. The role involves client communications, ACATs, and maintaining CRM data, with opportunities for growth and mentorship in a collaborative team.

Qualifications

• Minimum 3 years of experience supporting financial advisors within wealth management (RIA or broker-dealer serving HNW clients).
• Series 7 and 63 licenses preferred; Series 24 is a plus.
• Exposure to financial planning and para-planning support.
• Experience with Salesforce or similar CRM; proficiency in Microsoft 365.
• Experience with Morningstar Advisor Workstation and/or Kestra is a plus.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Bachelor's degree preferred.

Responsibilities

• Support financial advisors with administrative, operational, and client service responsibilities.
• Manage new client onboarding, ensuring all paperwork is complete and accurate.
• Process ACATs, account opening documentation, and account maintenance requests.
• Handle client communications via phone, email, written correspondence, and direct interaction.
• Execute money movement requests, operational processing, and advisor-directed trades.
• Monitor and process required minimum distributions (RMDs).
• Prepare for and attend client review meetings; implement resulting action items.
• Maintain Salesforce databases and reporting; assist with eMoney data entry and financial planning support.
• Research client and security information through back-office systems.
• Support 401(k)-related service responsibilities and ensure compliance with firm and industry documentation standards.

Skills

Strong verbal and writtencommunication

Organizational skills

Attention to detail

Time management

Education

Bachelor's degree (preferred)

Tools

Salesforce

Microsoft 365

Morningstar Advisor Workstation

Kestra

Job description

NPAworldwide is seeking a Senior Client Service Associate for our Wayne, PA location in a hybrid role (3 days in office). You will support advisors serving high-net-worth individuals and businesses with onboarding, account administration, and financial planning tasks.

Base salary range is $75,000 - $115,000 DOE plus bonus. The role involves client communications, ACATs, and maintaining CRM data, with opportunities for growth and mentorship in a collaborative team.