Wealth Planning Client Services Specialist

Your Talent Team; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Your Talent Team is seeking a Client Service Associate – Financial Planning for a distinguished wealth management firm in Wexford, PA. The role supports Financial Advisors with client account administration, presentations, and planning software, shaping client financial outcomes.

Required: Bachelor’s degree, at least 2 years in financial services, and proficiency with Excel and planning tools. CFP pursuit is encouraged; CRM and Schwab experience are a plus.

Qualifications

• Bachelor’s degree required; CFP pursuit encouraged.
• Experience with financial industry CRM is a plus.
• Proficiency with DocuSign is a plus.
• Minimum 2 years in financial services/investment advisory.
• Knowledge of financial planning and investments across asset classes.
• Strong relationship management and organizational skills.
• Proficiency in MS Excel and financial planning software.
• Excellent written and verbal communication.

Responsibilities

• Open new client accounts and process account documentation; manage disbursements and deposits.
• Maintain accurate client information in compliance with regulations.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage CRM program AdviserEngine.
• Process account applications on Schwab Advisor Center.

Job description

Your Talent Team is seeking a Client Service Associate – Financial Planning for a distinguished wealth management firm in Wexford, PA. The role supports Financial Advisors with client account administration, presentations, and planning software, shaping client financial outcomes.

Required: Bachelor’s degree, at least 2 years in financial services, and proficiency with Excel and planning tools. CFP pursuit is encouraged; CRM and Schwab experience are a plus.