Wealth Planning Client Services Associate

RRC Solutions Group; Wexford (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Job summary

RRC Solutions Group is seeking a Client Service Associate in Wexford, PA to support wealth managers serving high-net-worth clients and institutions. The role covers opening client accounts, preparing documentation, and maintaining client data in compliance with industry standards.

The ideal candidate will have a bachelor’s degree, 2+ years in financial services, and strong Excel/fintech software skills to support planning and investment activities. A CFP path is encouraged.

Qualifications

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

Responsibilities

• Open new client accounts and process account documentation and deposits.
• Prepare meeting presentations using PowerPoint.
• Input data to financial planning and investment software.
• Manage the AdviserEngine CRM system.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Client service

MS Excel

Financial planning

Investment knowledge

Written and oral communication

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Excel

Job description

RRC Solutions Group is seeking a Client Service Associate in Wexford, PA to support wealth managers serving high-net-worth clients and institutions. The role covers opening client accounts, preparing documentation, and maintaining client data in compliance with industry standards.

The ideal candidate will have a bachelor’s degree, 2+ years in financial services, and strong Excel/fintech software skills to support planning and investment activities. A CFP path is encouraged.