Wealth Planning Client Services Associate

True North Consultants, Inc.; Wexford (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Bonus structure

Comprehensive benefits package

Collaborative team environment

Job summary

True North Consultants, Inc. is seeking a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on opening client accounts, processing documentation, and maintaining accurate client data within regulatory standards.

The ideal candidate holds a bachelor’s degree with a drive toward CFP or similar designation, plus 2+ years in financial services. Strong Excel skills and CRM proficiency are essential for success.

Qualifications

• Bachelor’s degree required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning and investments across asset classes.
• Strong MS Excel and financial planning software skills.
• Excellent written and oral communication; client relationship capability.

Responsibilities

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

Skills

Communication skills

Relationship management

Financial planning knowledge

Education

Bachelor’s degree

Tools

MS Excel

AdviserEngine CRM

Schwab Advisor Center

DocuSign

Job description

True North Consultants, Inc. is seeking a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on opening client accounts, processing documentation, and maintaining accurate client data within regulatory standards.

The ideal candidate holds a bachelor’s degree with a drive toward CFP or similar designation, plus 2+ years in financial services. Strong Excel skills and CRM proficiency are essential for success.