Wealth Planning Client Services Associate - CFP Path

Workforce Recruiter; Wexford (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

Wealth Management Firm in Wexford, PA is seeking a Client Service Associate to provide comprehensive support for financial planning and wealth management services to high-net-worth clients and institutions. The role focuses on daily administration, CRM management, and coordination of client information in line with regulatory guidance.

The team emphasizes a collaborative culture, opportunities to grow toward CFP or related designation, and a rewarding work environment that supports professional

Qualifications

• Bachelor’s degree required; willingness to work toward CFP or comparable designation.
• Minimum 2 years of experience in financial services/investment advisory.

Responsibilities

• Open new client accounts and process account-related documentation; handle deposits and disbursements; maintain client data in compliance with industry standards.
• Prepare meeting presentations using PowerPoint; input data into financial planning/investment software; manage CRM AdviserEngine.
• Process applications in Schwab Advisor Center.

Job description

Wealth Management Firm in Wexford, PA is seeking a Client Service Associate to provide comprehensive support for financial planning and wealth management services to high-net-worth clients and institutions. The role focuses on daily administration, CRM management, and coordination of client information in line with regulatory guidance.

The team emphasizes a collaborative culture, opportunities to grow toward CFP or related designation, and a rewarding work environment that supports professional