Wealth Planning Client Services Associate

LRSolutions, LLC; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Collaborative team environment

Job summary

LRSolutions, LLC, a distinguished wealth management and registered investment advisory firm, seeks a Client Service Associate in Wexford, PA. You will support financial advisors with account openings, documentation, and client communications, while handling software tools like AdviserEngine and Schwab Advisor Center.

The role emphasizes collaboration, superior client service, and accurate data management. A Bachelor’s degree is required; CFP or similar designation pursuit is encouraged.

Qualifications

• Bachelor’s degree required; willingness to pursue CFP or comparable designation.
• Experience in financial services/investment advisory required (2+ years).
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Daily administration of advisor’s business including new client accounts and documentation.
• Prepare meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Manage CRM program AdviserEngine.
• Process applications on Schwab Advisor Center.

Skills

MS Excel

Financial planning

Relationship management

Communication skills

Education

Bachelor’s degree

CFP in progress

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

CRM software

Job description

LRSolutions, LLC, a distinguished wealth management and registered investment advisory firm, seeks a Client Service Associate in Wexford, PA. You will support financial advisors with account openings, documentation, and client communications, while handling software tools like AdviserEngine and Schwab Advisor Center.

The role emphasizes collaboration, superior client service, and accurate data management. A Bachelor’s degree is required; CFP or similar designation pursuit is encouraged.