Wealth Planning Client Service Specialist

Keystone Distinction Group; Pennsylvania; On-site; Full time

Benefits offered by this job

Competitive salary

Bonus structure

Comprehensive benefits package

Collaborative team environment

Job summary

A distinguished wealth management firm in Wexford, PA, is seeking a Client Service Associate to provide comprehensive services to high-net-worth clients. The ideal candidate will have a Bachelor’s degree, at least 2 years of experience in the financial services industry, and strong skills in relationship management and financial planning tools. Join a collaborative team that values excellence and impactful work, with a competitive compensation package offered.

Qualifications

• Bachelor’s degree is required, with a willingness to work toward obtaining a CFP or a comparable financial planning designation.
• Minimum of 2 years of experience in financial services and investment advisory industry.
• Strong proficiency in MS Excel and financial planning software.

Responsibilities

• Daily administration of Financial Advisor's business including opening new client accounts.
• Preparing meeting presentations using PowerPoint.
• Managing the CRM program and processing financial account applications.

Skills

Exceptional relationship management

Communication skills

Proficiency in financial planning

Technical proficiency in MS Excel

Education

Bachelor’s degree

Tools

AdviserEngine

DocuSign

Schwab Advisor Center

Job description

A distinguished wealth management firm in Wexford, PA, is seeking a Client Service Associate to provide comprehensive services to high-net-worth clients. The ideal candidate will have a Bachelor’s degree, at least 2 years of experience in the financial services industry, and strong skills in relationship management and financial planning tools. Join a collaborative team that values excellence and impactful work, with a competitive compensation package offered.