Client Service Associate Wealth Management

Wexford, PAusvia direct

// Job Type

Full Time

// Salary

Not disclosed

// Posted

1 week ago

About the Role

<div style="border: solid #D9D9E3 1.0pt;padding: 0in 0in 0in 0in;background: #F7F7F8"> Client Service Associate – Financial Planning Are you a financial professional with a passion for delivering comprehensive wealth management services to high-net-worth clients and institutions? Our client, a prominent wealth management and registered investment advisory firm based in Wexford, PA, is seeking a Client Service Associate to join their dynamic team. They are dedicated to providing excellence to their clientele while offering a fulfilling work environment for their staff. Distinctive Company Culture · Competitive Salary Offerings: They provide an appealing salary, bonus system, and comprehensive benefits package. · Team-Oriented Environment: Join a tight-knit team that emphasizes collaboration, assistance, and knowledge exchange. · Meaningful Contributions: Your efforts will have a significant impact on the financial well-being of clients and the trajectory of their success. Primary Duties: As a Client Service Associate, you will play a key role in the client service team, assisting the Advisors in: <div style="border: solid #D9D9E3 1.0pt;padding: 0in 0in 0in 0in;background: #F7F7F8;margin-left: .25in;margin-right: 0in"> <ul type="disc"> <li class="MsoNormal" style="margin-left: .25in;line-height: normal;background: #F7F7F8;border: none;padding: 0in"> Handling the daily operations of the Financial Advisor’s business, including account management, document processing, and compliance enforcement.</li> </ul> </div> <ul type="disc"> <li class="MsoNormal" style="line-height: normal;background: white">Creating presentation materials using PowerPoint.</li> <li class="MsoNormal" style="line-height: normal;background: white">Inputting data into financial planning and investment analysis tools.</li> <li class="MsoNormal" style="line-height: normal;background: white">Managing the CRM platform (AdviserEngine)</li> <li class="MsoNormal" style="line-height: normal;background: white">Processing financial account applications through Schwab Advisor Center</li> </ul> Requirements: To excel in this position, you must meet the following criteria: · Education: A Bachelor’s degree is mandatory, along with a commitment to securing a CFP or similar financial planning credential. · Previous experience with financial industry CRM is advantageous; Previous experience with Schwab is also beneficial · Prior experience with DocuSign is a plus · Experience: A minimum of 2 years in the financial services and investment advisory sector. · Financial Acumen: Proficiency in financial planning and knowledge of various asset class investments. · Communication Abilities: Superior written and verbal communication skills for effectively conveying complex financial concepts to clients. For financial professionals seeking a challenging role to positively influence clients’ financial health, we encourage you to apply. Join a company that prioritizes excellence, teamwork, and client triumph! </div>

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