Wealth Planning Client Services Associate

RON SUNSHINE ASSOCIATES LLC; Wexford (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Bonus structure

Comprehensive benefits

Collaborative team environment

Job summary

RON SUNSHINE ASSOCIATES LLC is seeking a Client Service Associate in Wexford, PA to support high-net-worth clients and institutions with wealth management services. The role emphasizes accurate account administration, data integrity, and collaborative client service.

The ideal candidate holds a Bachelor's degree and aims for CFP or a comparable designation, with at least 2 years in financial services. Proficiency in MS Excel and planning software is required, along with strong communication

Qualifications

• Bachelor’s degree required; willingness to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and communication skills.

Responsibilities

• Open new client accounts and process account documents.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM system AdviserEngine and Schwab Advisor Center workflows.

Skills

Relationship management

Communication

Organizational skills

Financial planning concepts

Education

Bachelor's degree

Willingness to pursue CFP or comparable designation

Tools

AdviserEngine CRM

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Financial planning software

Job description

RON SUNSHINE ASSOCIATES LLC is seeking a Client Service Associate in Wexford, PA to support high-net-worth clients and institutions with wealth management services. The role emphasizes accurate account administration, data integrity, and collaborative client service.

The ideal candidate holds a Bachelor's degree and aims for CFP or a comparable designation, with at least 2 years in financial services. Proficiency in MS Excel and planning software is required, along with strong communication