Client Service Associate Wealth Management

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

·         Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.

·         Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.

·         Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:

• Preparing meeting presentations using PowerPoint.
• Inputting information to financial planning and investment analysis software.
• Managing the CRM program (AdviserEngine)
• Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

·         Education: Bachelor’s degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.

·         Prior experience with financial industry CRM a plus Prior experience with Schwab plus

·         Prior experience with DocuSign a plus

·         Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.

·         Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.

·         Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.

·         Technical Proficiency: Strong proficiency in MS Excel and financial planning software.

·         Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!