Wealth Planning Client Service Associate

Top Echelon Software, LLC

Wexford (Allegheny County)

On-site

USD 50,000 - 70,000

Full time

3 days ago

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Job summary

Top Echelon Software, LLC, on behalf of a distinguished wealth management client based in Wexford, PA, is seeking a Client Service Associate to support a Financial Advisor by opening new client accounts, preparing documentation, and maintaining client data in line with regulatory standards.

The role requires a Bachelor’s degree, 2+ years in financial services, and proficiency with MS Excel and financial planning software.

Qualifications

Bachelor’s degree is required, with willingness to pursue CFP or a comparable financial planning designation.
Minimum 2 years of experience in the financial services and investment advisory industry.
Experience with financial industry CRM is a plus.
Experience with Schwab is a plus.
Strong proficiency in MS Excel and financial planning software.

Responsibilities

Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory 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.