Wealth Planning: Client Services Associate

Markent Personnel, Inc.; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Markent Personnel, Inc. is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA, recruit a Client Service Associate to join the team.

The role focuses on supporting financial advisors, opening client accounts, preparing documentation, and ensuring data accuracy for compliance. The ideal candidate will have a Bachelor’s degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation.

Qualifications

• Bachelor’s degree required; CFP or similar planning designation encouraged.
• 2+ years in financial services or investment advisory.
• Experience with financial industry CRM is a plus.
• Experience with Schwab is a plus.
• Proficient in Excel and financial planning software.
• Ability to communicate complex financial information clearly.

Responsibilities

• Open new client accounts and prepare account docs; facilitate deposits and disbursements; maintain client data for compliance.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning/investment software.
• Manage the AdviserEngine CRM.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

Organizational skills

Microsoft Excel

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Markent Personnel, Inc. is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA, recruit a Client Service Associate to join the team.

The role focuses on supporting financial advisors, opening client accounts, preparing documentation, and ensuring data accuracy for compliance. The ideal candidate will have a Bachelor’s degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation.