Wealth Planning Client Services Associate

Soap Creek Resources; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Soap Creek Resources is seeking a Client Service Associate in the Financial Planning space to support wealth management services for high-net-worth clients and institutions. The role focuses on daily administration, client data accuracy, and collaboration with financial advisors.

The candidate will handle meeting presentations, CRM management, and software inputs to support comprehensive financial planning and investment analysis. A Bachelor’s degree and a CFP trajectory are preferred.

Qualifications

• Bachelor's degree required; CFP or comparable designation encouraged.
• 2+ years in financial services/investment advisory.
• Proficiency in financial planning and understanding investments across asset classes.
• Strong relationship management and organizational skills.
• Excellent written and oral communication skills.

Responsibilities

• Open new client accounts and prepare/process account documents and investments.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment software.
• Manage the CRM (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication

Organizational Skills

Financial Planning

Education

Bachelor's degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

MS Excel

Job description

Soap Creek Resources is seeking a Client Service Associate in the Financial Planning space to support wealth management services for high-net-worth clients and institutions. The role focuses on daily administration, client data accuracy, and collaboration with financial advisors.

The candidate will handle meeting presentations, CRM management, and software inputs to support comprehensive financial planning and investment analysis. A Bachelor’s degree and a CFP trajectory are preferred.