Wealth Planning Client Services Specialist

ExcelliSearch, Inc.; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

ExcelliSearch, Inc. in Wexford, PA seeks a Client Service Associate to support high-net-worth clients with wealth management services. You’ll open client accounts, prepare documentation, and manage CRM and planning systems, ensuring accuracy and regulatory compliance.

The role emphasizes relationship management, financial planning proficiency, and collaboration within a close-knit team. A CFP track is preferred; the company offers growth potential and a rewarding work environment.

Qualifications

• Bachelor’s degree required; CFP pursuit encouraged.
• Minimum of 2 years in financial services/investment advisory.
• Proficiency in financial planning and investments across asset classes.
• Strong MS Excel skills and familiarity with planning software.
• Excellent written and verbal communication to convey complex financial info.

Responsibilities

• Daily administration: open new client accounts and process docs, ensure compliance.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM AdviserEngine program.
• Process account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication

Financial Planning

Investments

Client Service

Education

Bachelor’s degree

CFP designation pursued or comparable

Tools

MS Excel

AdviserEngine CRM

Schwab Advisor Center

DocuSign

Financial planning software

Job description

ExcelliSearch, Inc. in Wexford, PA seeks a Client Service Associate to support high-net-worth clients with wealth management services. You’ll open client accounts, prepare documentation, and manage CRM and planning systems, ensuring accuracy and regulatory compliance.

The role emphasizes relationship management, financial planning proficiency, and collaboration within a close-knit team. A CFP track is preferred; the company offers growth potential and a rewarding work environment.