Wealth Planning Client Services Associate — CFP Path
Top Echelon Software, LLC.
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Benefits offered by this job
Job summary
Top Echelon Software, LLC. seeks a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on client account administration, data accuracy, and preparation of advisor presentations.
The ideal candidate has a bachelor's degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation. Strong Excel and communication skills are essential for client interaction.
Qualifications
- Bachelor’s degree is required, with willingness to pursue CFP or comparable designation.
- Minimum of 2 years in financial services or investment advisory.
- Experience with Schwab Advisor Center and CRM systems is a plus.
- Proficiency in financial planning concepts and client relationship management.
Responsibilities
- Handle daily administration of advisor's business and client accounts.
- Prepare meeting materials using PowerPoint and financial planning software.
- Input data into planning and investment analysis tools.
- Manage client information and ensure regulatory compliance.
- Support document workflows via DocuSign and Schwab platforms.
Skills
Education
Tools
Job description
Top Echelon Software, LLC. seeks a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on client account administration, data accuracy, and preparation of advisor presentations.
The ideal candidate has a bachelor's degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation. Strong Excel and communication skills are essential for client interaction.
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