Senior Client Service Associate (Wealth Management)

Job Description Senior Client Service Associate – Wayne, PA Hybrid (3 days in office) Wealth Management Base salary range: $75,000 - $115,000 DOE plus bonus About the Role Our client is a growing wealth management firm based in Wayne, PA seeking a skilled Senior Client Service Associate to support advisors serving high-net-worth individuals and businesses. The role is responsible for delivering high-level administrative, operational, and client relationship support across onboarding, account administration, and financial planning activities. This position reports directly to advisors and leadership within a collaborative, fast-paced environment. The firm offers strong exposure to wealth management operations and values a proactive, client-first professional. Key Responsibilities Support financial advisors with administrative, operational, and client service responsibilities Manage new client onboarding, ensuring all paperwork is complete and accurate Process ACATs, account opening documentation, and account maintenance requests Handle client communications via phone, email, written correspondence, and direct interaction Execute money movement requests, operational processing, and advisor-directed trades Monitor and process required minimum distributions (RMDs) Prepare for and attend client review meetings; implement resulting action items Maintain Salesforce databases and reporting; assist with eMoney data entry and financial planning support Research client and security information through back-office systems Support 401(k)-related service responsibilities and ensure compliance with firm and industry documentation standards Qualifications Minimum 3 years of experience supporting financial advisors within wealth management (RIA or broker-dealer serving HNW clients) Series 7 and 63 licenses preferred; Series 24 is a plus Exposure to financial planning and para-planning support Experience with Salesforce or similar CRM; proficiency in Microsoft 365 Experience with Morningstar Advisor Workstation and/or Kestra is a plus Strong organizational skills, attention to detail, and ability to manage multiple priorities Professional demeanor with strong verbal and written communication skills; Bachelor\'s degree preferred Why Is This a Great Opportunity What Our Amazing Client Offers Base salary of $75,000 to $115,000 DOE, plus performance-based bonus opportunity Comprehensive benefits package including medical, dental, vision, life, and disability insurance 401(k) retirement plan with up to 4% match Strong commitment to work-life balance with a hybrid schedule (3 days in office) Opportunity to work closely with experienced advisors and firm leadership while gaining valuable industry knowledge and mentorship Collaborative, team-oriented culture with a supportive, engaged, and welcoming team. Excellent long-term growth and career advancement opportunities Newly renovated office in a convenient, easy-to-commute location #J-18808-Ljbffr NPAworldwide