Wealth Planning Client Services Associate

Connectly Recruiting; Wexford (Allegheny County); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Connectly Recruiting seeks a Client Service Associate for a premier wealth management and RIA in Wexford, PA. The role supports a Financial Advisor with account openings, documentation, and client communications, ensuring accurate data and regulatory compliance.

You will prepare meetings in PowerPoint, input planning data into software, and manage AdviserEngine CRM. Knowledge of Schwab Advisor Center and DocuSign is a plus; Bachelor's is required with CFP pursuit encouraged.

Qualificações

• Bachelor’s degree required; willingness to pursue CFP or comparable designation.
• Minimum 2 years of experience in financial services and investment advisory.
• Proficiency in financial planning and understanding investments across asset classes.
• Excellent written and oral communication, relationship management, and organizational skills.
• Experience with Schwab Advisor Center, AdviserEngine CRM, DocuSign, and MS Excel is a plus.

Responsabilidades

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

Conhecimentos

Relationship management

Communication skills

Organizational skills

Financial planning knowledge

Formação académica

Bachelor's degree

CFP pursuit or comparable designation

Ferramentas

AdviserEngine CRM

Schwab Advisor Center

DocuSign

MS Excel

PowerPoint

Descrição da oferta de emprego

Connectly Recruiting seeks a Client Service Associate for a premier wealth management and RIA in Wexford, PA. The role supports a Financial Advisor with account openings, documentation, and client communications, ensuring accurate data and regulatory compliance.

You will prepare meetings in PowerPoint, input planning data into software, and manage AdviserEngine CRM. Knowledge of Schwab Advisor Center and DocuSign is a plus; Bachelor's is required with CFP pursuit encouraged.