Senior Client Service Associate

About YTS Wealth Management

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions, including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

About the Role

We are seeking an experienced, professional, and highly organized Senior Client Service Associate to play a key role in client service, advisor support, and daily operations at our Export office.

This position combines hands-on client service responsibilities with additional leadership and operational oversight. The ideal candidate will bring a strong background in wealth management, excellent communication skills, and the ability to guide team members, improve workflows, and maintain a high standard of service across the office.

Key Responsibilities

Client Service & Advisor Support

• Greet clients during in-person meetings and answer incoming client calls professionally.
• Manage document handling through scanning, emailing, faxing, and electronic filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Serve as a resource for financial advisors regarding client service needs, account documentation, and operational requests.
• Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.

Leadership & Office Management

• Provide day-to-day guidance and support to Client Service Associates and administrative team members.
• Assist with training, onboarding, and mentoring new team members to ensure consistency in procedures and service expectations.
• Oversee daily administrative workflows, prioritize assignments, and help ensure tasks are completed accurately and on time.
• Monitor client service requests and follow up on outstanding items to maintain efficiency and accountability.
• Identify opportunities to improve office procedures, communication, and operational processes.
• Serve as a point of contact for escalating and resolving client service or administrative concerns.
• Collaborate with branch leadership to support team performance, operational consistency, and a positive client experience.

Essential Skills for Success

• Demonstrate and represent YTS Wealth Management's core values.
• Strong background in wealth management, financial services, or a related client service environment.
• Ability to provide leadership, guidance, and support to other team members.
• Strong organizational skills and ability to multitask in a dynamic environment.
• Exceptional verbal and written communication skills.
• Effective time management and ability to manage competing priorities and deadlines.
• Self-motivated, proactive, and comfortable taking ownership of responsibilities.
• Professional demeanor, positive attitude, and commitment to exceptional client service.
• Collaborative team player with strong interpersonal and problem-solving skills.
• Ability to identify operational inefficiencies and recommend practical improvements.
• Strong attention to detail, discretion, and commitment to maintaining client confidentiality.

Physical Requirements

• Prolonged periods of sitting, computer use, and phone communication.
• Ability to attend in-person meetings and events.
• Occasional lifting of light materials up to 20 pounds.
• Ability to communicate effectively in both in-person and virtual environments.
• Ability to perform essential job functions with or without reasonable accommodation.

Location: Export, PA

Salary Range: $70,000–$80,000 annually

Benefits & Perks

• Growth and leadership development opportunities
• 13 paid company holidays
• 2 paid sick days
• Flexible scheduling for personal appointments
• Travel expense reimbursement
• 10 days of Paid Time Off
• 401(k) with dollar-for-dollar match up to 4%
• Medical, Dental, Vision insurance
• Health Reimbursement Arrangement (HRA)
• Life Insurance
• Maternity & Paternity Leave

Observed Holiday's:

• New Year's Day
• Martin Luther King, Jr. Day
• Presidents' Day
• Good Friday
• Memorial Day
• Juneteenth
• Independence Day
• Labor Day
• Thanksgiving Day
• Day After Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve

Schedule & Work Environment

• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• Full time - In person role

Legal & Compliance Disclosures

• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.