Wealth Planning Client Services Associate

Hire Consulting Services; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Hire Consulting Services seeks a Client Service Associate – Financial Planning to support wealth managers serving high‑net‑worth clients and institutions. You will handle daily account administration, client communication, and data maintenance within a regulated environment, contributing to the firm’s service excellence.

The role rewards a Bachelor’s degree with CFP pursuit, plus experience with CRM systems, Schwab platforms, and DocuSign, and strong Excel/financial planning software skills.

Qualifications

• Bachelor’s degree required and willingness to pursue CFP or comparable designation.
• Experience with financial industry CRM is a plus.
• Experience with Schwab and DocuSign is a plus.
• Minimum 2 years in financial services or investment advisory.
• Strong financial planning knowledge and investments across asset classes.
• Excellent relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and oral communication skills.

Responsibilities

• Daily administration of the Financial Advisor's business, including new client accounts and documentation.
• Prepare and process account and investment related documentation and disbursements.
• Maintain accurate client information in compliance with regulations.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment software.
• Manage the CRM program AdviserEngine.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Organizational skills

Communication skills

Education

Bachelor’s degree

CFP or equivalent designation

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Job description

Hire Consulting Services seeks a Client Service Associate – Financial Planning to support wealth managers serving high‑net‑worth clients and institutions. You will handle daily account administration, client communication, and data maintenance within a regulated environment, contributing to the firm’s service excellence.

The role rewards a Bachelor’s degree with CFP pursuit, plus experience with CRM systems, Schwab platforms, and DocuSign, and strong Excel/financial planning software skills.