Senior Client Service Associate (Wealth Management)

Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $75,000 to $115,000 DOE plus bonus About the Opportunity Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors serving high-net-worth individuals and business owners. This is an excellent opportunity to join a collaborative, client-focused firm where your contributions will be valued, your expertise will make a meaningful impact, and you\'ll have the opportunity to grow alongside a successful and expanding team. In this role, you will serve as a trusted partner to both advisors and clients, managing account administration, operational workflows, client service requests, and financial planning support. The ideal candidate is highly organized, detail-oriented, proactive, and genuinely enjoys delivering an exceptional client experience. They thrive in a team-oriented environment, take pride in building lasting relationships, and are passionate about helping both clients and colleagues succeed. Typical Duties and Responsibilities of the Senior Client Service Associate: Assist financial advisors with administrative, operational, and client service support Manage new client onboarding and ensure all paperwork is complete and accurate Process ACATs, account opening documentation, and account maintenance requests Handle client communications via phone, email, written correspondence, and in person Execute money movement requests and operational processing activities Process advisor-directed trades and account-related transactions Monitor and process required minimum distributions (RMDs) Prepare for and attend client review meetings and implement resulting action items Maintain Salesforce databases and reporting Assist with eMoney data entry and financial planning support activities Research client and security information through custodial and back-office systems Support 401(k)-related service responsibilities Ensure client documentation complies with firm and industry requirements (compliance) Create and maintain workflows and procedures that support operational efficiency Participate in special projects and cross-functional initiatives as needed Senior Client Service Associate Requirements Minimum of 3 years of experience supporting financial advisors within a wealth management firm, RIA, broker-dealer, or similar environment, including experience working directly with high-net-worth clients Series 7 and 63 licenses preferred Exposure to financial planning and para-planning support is preferred Experience with Salesforce or a similar CRM platform Proficiency with Microsoft 365 applications, including Word, Excel, and Outlook Experience with eMoney or similar financial planning software preferred Exceptional organizational skills with strong attention to detail and follow-through Ability to manage multiple priorities and deadlines in a fast-paced environment Excellent written and verbal communication skills Professional, polished demeanor with a strong commitment to delivering an exceptional client experience Proactive, self-motivated, and passionate about helping clients and supporting team success Tech-savvy with experience leveraging AI tools to improve workflows, enhance client service, automate routine tasks, and create standardized templates and documentation. Bachelor\'s degree preferred A plus but not required: Experience with Morningstar Advisor Workstation Familiarity with 401(k) plan administration and participant support 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 Keywords: 401(k), 401(k) Administrator, 401(k) Match, 401(k) Plan Administration, ACATs, Account Administration, Account Maintenance, Account Opening, Account Services, Advisor Assistant, AML, Asset Management, Back Office, Benefits, Bonus, Broker-Dealer, BrokerCheck, Client Associate, Client Onboarding, Client Relations Coordinator, Client Relationship Associate, Client Service, Client Service Associate, Client Service Coordinator, Client Service Manager, Client Services, Compliance, CRM, Custodian, Dental Insurance, Disability Insurance, eMoney, Envestnet, Estate Planning, Excel, Family Office, Fidelity, Fidelity NFS, Financial Advisor, Financial Advisor Support, Financial Planning, Financial Services, FINRA, FinTech, Full-Time, High-Net-Worth, Hybrid, IAR, Investment Advisor Representative, Investment Operations, Investment Operations Associate, Kestra, KYC, Life Insurance, Medical Insurance, Microsoft 365, Microsoft Excel, Microsoft Word, Money Movement, MoneyGuidePro, Morningstar Advisor Workstation, New Client Onboarding, Onboarding, Operations Associate, Outlook, Para-Planning, Pershing, Philadelphia, Portfolio Administrator, Private Wealth Associate, Redtail, Registered Client Associate, Registered Client Service Associate, Registered Investment Advisor, Registered Representative, Relationship Manager, Required Minimum Distributions, Retirement Plan, RIA, RIA Firm, RMDs, Salesforce, Salesforce Financial Services Cloud, Schwab, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66, TD Ameritrade, Trade Processing, Trading, Trust Services, Vision Insurance, Wayne PA, Wealth Advisor Associate, Wealth Management, Wealth Management Associate, Wealth Management Firm, Work-Life Balance #J-18808-Ljbffr Right Executive Search, LLC