Wealth Planning Client Services Associate

Red Seal Recruiting Ltd.; Wexford (Allegheny County); On-site; USD 60,000 - 75,000; Full time

Job summary

Red Seal Recruiting Ltd. is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA hire a Client Service Associate to support financial planning and client service delivery.

The role emphasizes preparing client documentation, presentations, CRM management, and collaboration with financial planners to enhance client outcomes. A Bachelors degree and at least 2 years in financial services are required, with CFP pursuit encouraged.

Qualifications

• Bachelor's degree required; willing to work toward CFP or comparable designation.
• CRM experience is a plus (knowledge of CRM systems beneficial).
• Experience with Schwab Advisor Center is preferred.
• DocuSign experience is a plus.
• Minimum 2 years of experience in financial services/investment advisory.
• Financial planning knowledge across asset classes is expected.
• Strong relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and verbal communication skills.

Responsibilities

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

Skills

Relationship management

Communication

Financial knowledge

Education

Bachelors degree

CFP track/ designation

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

Job description

Red Seal Recruiting Ltd. is helping a distinguished wealth management and registered investment advisory firm in Wexford, PA hire a Client Service Associate to support financial planning and client service delivery.

The role emphasizes preparing client documentation, presentations, CRM management, and collaboration with financial planners to enhance client outcomes. A Bachelors degree and at least 2 years in financial services are required, with CFP pursuit encouraged.