Wealth Planning Associate — Client Services & CRM

Aspire Talent Solutions; Wexford (Allegheny County); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Aspire Talent Solutions is seeking a Client Service Associate in the wealth management space, located in Wexford, PA. The role focuses on delivering comprehensive financial planning support to high-net-worth clients and institutions, with opportunities to pursue CFP or related credentials.

You will handle daily account administration, CRM data management, and coordination of investments, while collaborating with advisors to deliver accurate, compliant service and timely client communications.

Qualificações

• Bachelor's degree required, with a willingness to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services or investment advisory.
• Proficiency in MS Excel and financial planning software.
• Experience with CRM systems such as AdviserEngine and Schwab Advisor Center is a plus.
• Strong written and verbal communication skills.

Responsabilidades

• Daily administration of the advisor's business, including opening new client accounts and processing documentation, facilitating disbursements and deposits, and maintaining client information in compliance.
• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Managing the CRM program AdviserEngine.
• Processing financial account applications on Schwab Advisor Center.

Conhecimentos

Relationship management

Communication

Formação académica

Bachelor's degree

Ferramentas

AdviserEngine

Schwab Advisor Center

DocuSign

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

Aspire Talent Solutions is seeking a Client Service Associate in the wealth management space, located in Wexford, PA. The role focuses on delivering comprehensive financial planning support to high-net-worth clients and institutions, with opportunities to pursue CFP or related credentials.

You will handle daily account administration, CRM data management, and coordination of investments, while collaborating with advisors to deliver accurate, compliant service and timely client communications.