Wealth Planning Client Services Associate

Barrette Workforce Solutions, LLC; Wexford (Allegheny County); Presencial; USD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Bonus structure

Comprehensive benefits package

Collaborative team environment

Impactful work

Descripción de la vacante

Barrette Workforce Solutions, LLC is seeking a Client Service Associate to support a wealth management firm in Wexford, PA. This role focuses on delivering comprehensive service to high-net-worth clients and institutions, handling account documentation, and coordinating with advisors.

You will use PowerPoint for meeting materials, input data into planning software, and manage AdviserEngine CRM to keep client records accurate. A Bachelor’s degree and 2+ years in financial services are required.

Formación

• Bachelor’s degree required; willing to work toward CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• Proficiency in financial planning software and Excel.
• Experience with CRM systems (AdviserEngine) and document management (DocuSign) is a plus.

Responsabilidades

• Daily administration of the Financial Advisor's business including opening new client accounts and processing documents.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software and maintain client records in CRM.
• Manage the CRM program AdviserEngine and process applications on Schwab Advisor Center.

Conocimientos

Customer service

CRM AdviserEngine

MS Excel

PowerPoint

Communication

Investment knowledge

Attention to detail

Educación

Bachelor’s degree

CFP designation track

Herramientas

AdviserEngine

Schwab Advisor Center

DocuSign

Descripción del empleo

Barrette Workforce Solutions, LLC is seeking a Client Service Associate to support a wealth management firm in Wexford, PA. This role focuses on delivering comprehensive service to high-net-worth clients and institutions, handling account documentation, and coordinating with advisors.

You will use PowerPoint for meeting materials, input data into planning software, and manage AdviserEngine CRM to keep client records accurate. A Bachelor’s degree and 2+ years in financial services are required.