Wealth Planning Client Services Specialist

Saint Cyr Partners; Wexford (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Saint Cyr Partners in Wexford, PA seeks a Client Service Associate to support Financial Advisors with account openings, documentation, disbursements, and data accuracy. You will prepare presentations and input data into planning software for high-net-worth clients.

Requirements include a bachelor’s degree and 2+ years in financial services, with a path toward CFP designation. Proficiency in Excel, AdviserEngine, Schwab Advisor Center, and DocuSign is valued.

Qualifications

• Bachelor’s degree required; pursuing CFP or comparable designation encouraged.
• Minimum 2 years in financial services or investment advisory.
• Experience with financial planning software and MS Excel.
• CRM experience a plus, especially AdviserEngine and Schwab Advisor Center.
• DocuSign experience a plus.

Responsibilities

• Open new client accounts and process documentation, disbursements and deposits, and keep client data current.
• Prepare meeting presentations using PowerPoint.
• Input information to financial planning and investment software.
• Manage the CRM program AdviserEngine.
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication skills

MS Excel

Financial planning

Investment knowledge

Education

Bachelor's degree

CFP pursuit

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Saint Cyr Partners in Wexford, PA seeks a Client Service Associate to support Financial Advisors with account openings, documentation, disbursements, and data accuracy. You will prepare presentations and input data into planning software for high-net-worth clients.

Requirements include a bachelor’s degree and 2+ years in financial services, with a path toward CFP designation. Proficiency in Excel, AdviserEngine, Schwab Advisor Center, and DocuSign is valued.