Wealth Planning Client Services Specialist

Acloché LLC; Wexford (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Bonus structure

Comprehensive benefits package

Job summary

Acloché LLC, a wealth management firm in Wexford, PA, seeks a Client Service Associate to join their team serving high-net-worth clients and institutions. You will support daily administration, account openings, documentation, and data entry in planning and investment software.

The role requires a Bachelor’s degree and at least 2 years in financial services; CFP pursuit is encouraged. Proficiency in MS Excel, CRM tools, and strong communication skills are essential.

Qualifications

• Bachelor’s degree required; CFP or comparable designation encouraged.
• Minimum 2 years in financial services or investment advisory.
• Strong MS Excel and financial planning software proficiency.
• Excellent written and oral communication; ability to manage client relationships.

Responsibilities

• Open new client accounts and process account documents.
• Prepare meeting presentations using PowerPoint.
• Enter data into financial planning and investment software.
• Manage CRM (AdviserEngine) and Schwab Advisor Center tasks.

Skills

MS Excel

Communication skills

Relationship management

Financial planning

Client service

Education

Bachelor’s degree

Tools

PowerPoint

AdviserEngine

Schwab Advisor Center

DocuSign

Job description

Acloché LLC, a wealth management firm in Wexford, PA, seeks a Client Service Associate to join their team serving high-net-worth clients and institutions. You will support daily administration, account openings, documentation, and data entry in planning and investment software.

The role requires a Bachelor’s degree and at least 2 years in financial services; CFP pursuit is encouraged. Proficiency in MS Excel, CRM tools, and strong communication skills are essential.