Lead Client Services Associate

Job Details:

Lead Client Services Associate/Administrator - Malvern, Pa - $75-90k

A premier investment advisory firm is seeking a client-centric Lead Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service.

Core Responsibilities

• Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution.

• Collaborate with lead advisors to execute financial strategies and maintain accurate client records.

• Deliver empathetic, solution-oriented support to enhance client relationship management.

Requirements

• Platform Expertise: Direct experience working with Charles Schwab, LPL or Fidelity advisor platforms is required .

• Experience: Prior customer-facing or inbound phone experience within the financial services industry.

• Education: Undergraduate degree preferred, or an equivalent combination of education and experience

• Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen.

To apply and for further information, please submit your resume and references to View email address on us.fitly.work .

I look forward to connecting with you!

Dan Urban

Liberty Personnel Services, Inc.
1001 Conshohocken State Rd, Suite 2-410

West Conshohocken, PA 19428

Call or Text: View phone number on us.fitly.work – Direct

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