Client Service Associate

Job Description

Job Description

We are seeking a highly motivated and detail-oriented Client Services Administrator in Philadelphia, PA, supporting a team that provides investment advisory services to high net-worth individuals and corporate executives. This role requires excellent communication skills, the ability to manage multiple priorities, and a proactive, team-first mindset. Candidates who demonstrate initiative, a strong work ethic, and a commitment to accuracy and professional growth will thrive in this position. All qualified applicants are encouraged to apply!

Responsibilities:  
•    Prepare and process account-opening and maintenance documents, including transfer and custodial forms.
•    Assemble new client paperwork packets and printed reports for meetings.
•    Coordinate with custodians to ensure smooth account setup, funding, and transfers.
•    Maintain accurate client records and handle time-sensitive mail, checks, and forms.
•    Support advisors by preparing review packets, reports, and managing courier and mail logistics.
•    Assist with scheduling and organizing in-office meetings and client mailings.

 
Requirements:
•    Bachelor’s Degree
•    Proven administrative experience in a financial planning or brokerage environment
•    Experience with major custodians such as Schwab or Fidelity.
•    Work in the office for at least two business days.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
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