iLocatum
Client Service Associate Wealth Management
Client Service Associate, Wealth Management
Wexford, PA | Full time | $50,000 to $75,000 annually (see pay spread note below)
This role is with a wealth management and registered investment advisory firm based in Wexford, PA, serving high-net-worth clients and institutions. The Client Service Associate will support the firm's Financial Advisors with daily account administration, client service, and CRM management, playing a central role in the client experience.
Schedule
Full time (please confirm standard hours and any hybrid/remote policy with the employer before posting).
Compensation
$50,000 to $75,000 per year.
What You'll Do
The Client Service Associate supports Financial Advisors with the daily administration of client accounts, including opening new accounts, preparing and processing account and investment related documentation, facilitating incoming and outgoing transfers of funds and securities, and maintaining accurate client records in accordance with industry and regulatory compliance requirements. This person prepares client meeting presentations in PowerPoint, inputs data into financial planning and investment analysis software, manages the firm's CRM platform (AdviserEngine), and processes account applications through Schwab Advisor Center.
Required Qualifications
- Bachelor's degree
- Minimum of 2 years of experience in financial services or investment advisory
- Proficiency in financial planning concepts and understanding of investments across asset classes
- Strong relationship management and organizational skills
- Strong proficiency in MS Excel and financial planning software
- Excellent written and oral communication skills, with the ability to explain complex financial information to clients
- Willingness to work toward a CFP or comparable financial planning designation
Preferred Qualifications
- Experience with a financial industry CRM platform
- Experience with Schwab Advisor Center
- Experience with DocuSign
Compensation and Benefits
- Salary plus bonus structure
- Medical, dental, and vision coverage
- 401k retirement plan
- Paid time off
To apply: Please submit your resume for consideration.
Other Jobs
Ready to take
the next step?
Submit your resume and join a realm of unparalleled opportunities at iLocatum. We’re dedicated to connecting exceptional talent with impactful roles. Start your journey towards success by sharing your expertise with us.