Wealth Planning Client Services Specialist

SourcePro Search, LLC; Wexford (Allegheny County); Vor Ort; USD 52.000 - 76.000; Vollzeit

Zusammenfassung

SourcePro Search, LLC in Wexford, PA, seeks a Client Service Associate – Financial Planning to support high-net-worth clients and an advisory team. You will handle account openings, documentation, and data entry, ensuring compliance and accuracy.

The ideal candidate has a bachelor’s degree, 2+ years in financial services, and strong Excel and planning software skills; CFP pursuit is encouraged. Proficiency with Schwab Advisor Center and AdviserEngine CRM is a plus, with excellent communication

Qualifikationen

• Bachelor’s degree required; CFP pursuit encouraged.
• 2+ years in financial services and investment advisory.
• Experience with Schwab Advisor Center and CRM tools.
• Proficiency in MS Excel and financial planning software.
• Strong communication and relationship management skills.
• Knowledge of investments across asset classes.

Aufgaben

• Open new client accounts and process documents ensuring compliance.
• Prepare meeting presentations using PowerPoint.
• Input client data into financial planning and investment software.
• Manage CRM program AdviserEngine.
• Process applications on Schwab Advisor Center.

Kenntnisse

Client relationship management

Communication

Financial planning knowledge

Investments knowledge

Ausbildung

Bachelor's degree

CFP pursuit / certification

Tools

Schwab Advisor Center

AdviserEngine CRM

DocuSign

Excel

Jobbeschreibung

SourcePro Search, LLC in Wexford, PA, seeks a Client Service Associate – Financial Planning to support high-net-worth clients and an advisory team. You will handle account openings, documentation, and data entry, ensuring compliance and accuracy.

The ideal candidate has a bachelor’s degree, 2+ years in financial services, and strong Excel and planning software skills; CFP pursuit is encouraged. Proficiency with Schwab Advisor Center and AdviserEngine CRM is a plus, with excellent communication