Wealth Planning Client Services Specialist

Markent Personnel; Wexford (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

Markent Personnel represents a wealth management firm in Wexford, PA seeking a Client Service Associate to support the Financial Advisor's business. Responsibilities include account openings, documentation, disbursements, deposits, and maintaining client records.

The role requires a Bachelor's degree, 2+ years in financial services, proficiency in Excel and planning software, and developing client relationships.

Qualifications

• Bachelor's degree required; willingness to pursue CFP or similar designation.
• 2+ years' experience in financial services/investment advisory.
• Proficiency in MS Excel and financial planning software.
• Strong relationship management and organizational skills.

Responsibilities

• Open new client accounts and prepare/process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the AdviserEngine CRM platform.
• Process financial account applications on Schwab Advisor Center.

Skills

Relationship Management

Communication Skills

Financial Planning Knowledge

Education

Bachelor's degree

Tools

Schwab Advisor Center

DocuSign

AdviserEngine

PowerPoint

MS Excel

Job description

Markent Personnel represents a wealth management firm in Wexford, PA seeking a Client Service Associate to support the Financial Advisor's business. Responsibilities include account openings, documentation, disbursements, deposits, and maintaining client records.

The role requires a Bachelor's degree, 2+ years in financial services, proficiency in Excel and planning software, and developing client relationships.