Wealth Planning Client Services Associate

Top Echelon Software, LLC; Wexford (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Top Echelon Software, LLC is seeking a Client Service Associate in Wexford, PA to support financial advisors with wealth management services. The role emphasizes accurate account administration, documentation, and client communication to ensure superior service to high-net-worth clients and institutions.

The ideal candidate will have a Bachelor's degree, 2+ years in financial services, and strong MS Excel/financial planning software skills, with a path toward CFP or related designations.

Qualifications

• Bachelor's degree required; willingness to pursue CFP or similar designation.
• 2+ years of experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational skills; capable of client communication.

Responsibilities

• Open new client accounts and prepare/process account documentation.
• Facilitate disbursements and deposits of funds and securities; maintain client data.
• Prepare meeting presentations using PowerPoint.
• Enter information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM and process applications in Schwab Advisor Center.

Skills

Relationship management

Communication skills

Client service mindset

Education

Bachelor's degree

CFP or comparable designation pursuit

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Top Echelon Software, LLC is seeking a Client Service Associate in Wexford, PA to support financial advisors with wealth management services. The role emphasizes accurate account administration, documentation, and client communication to ensure superior service to high-net-worth clients and institutions.

The ideal candidate will have a Bachelor's degree, 2+ years in financial services, and strong MS Excel/financial planning software skills, with a path toward CFP or related designations.