Senior Client Services Associate
$53.74k - $88.29kFull-time
WSFS Bank
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose. The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing individuals (Wealth Director, Investment Advisors, Financial Planners) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, preparation and participation in select client meetings, and interface with the Wealth Service Team. Job Responsibilities:
$53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on aplitrak.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- Manage multiple time sensitive tasks simultaneously for both internal and external clients. Those tasks include: preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money, paper and electronic filing. Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and Financial Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork.
- Assist the account opening process for all account types. Be able to prepare account opening paperwork in an efficient manner with Fidelity, Schwab, or a like custodian.
- Provide client servicing support to Wealth Director, and Investment Advisors. This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
- Coordinate client meetings for Wealth Director and Investment Advisors and assist in meeting preparation. Be willing and able to systemically tailor client presentation materials to the needs of the client and Wealth Director or Investment Advisor.
- Serve as first point of contact for high-net -worth clients, as well as build and maintain those relationships by providing exceptional client service support. Answer the main phone line on a rotating and recurring basis. Provide backup to sort/scan and distribute mail, as needed.
- Proactively anticipate the needs of the team and help them stay ahead of compliance requirements, internal requests and preparing for meetings.
- Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems.
- Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.).
- General office management duties such as ordering supplies, administrative duties, including the scanning and filing of client materials.
- Must have high school diploma required, however, a 4-year college degree in business administration, finance or a business-related major is highly preferred.
- General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems;
- Must have 5-7 years of experience in administrative client service required
- Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
- Experience with custodian platforms and/or investment system is preferred.
- Must be able to juggle priorities, be organized and have an adjustable social style.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
- Must have no disclosures on Form U-4, if licensed.
$53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on aplitrak.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Services Associate in Berwyn, PA vacancy
- ...Client Services Representative Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions to resolve client needs. May escalate issues. Responsibilities: Researches and resolves complex client issues...SeniorWork experience placementVisa sponsorship
Vanguard
Malvern, PA5 days ago $25 - $29 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...SuggestedHourly payFull timeWork at officeLocal areaRH-USA Inc
King of Prussia, PA2 days ago- ...Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will: Process forms and documentation for custodial...Suggested
Waldron Private Wealth
Wayne, PA6 days ago $60k
...Client Service & Operations Associate Location: Radnor, PA Salary: Starting at $60,000/year + Bonus Potential (Up to 15%) We’re a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our...SuggestedWork at officeGoodwin Recruiting
Wayne, PA6 days ago- ...Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation Range: Competitive base salary commensurate with experience... ...individual will work closely with the advisory team and senior client service professionals to ensure smooth execution...SuggestedFull timeWork at office
Sanctuary Wealth
Radnor, PA13 hours ago - Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
- Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Responsibilities...Work at office
- ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...dedication. As a Registered Client Service Associate, you will provide dedicated support to high...Full timePart timeHome office
Threadneedle group
Conshohocken, PA4 days ago - ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
Morgan Stanley
Newtown Square, PA2 days ago - ...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions Role Summary The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...Full timeWork at officeMonday to Friday
LYMPHA PRESS, U.S.A.
Chadds Ford, PA13 hours ago - ...A company in client service leadership is seeking passionate individuals for a rewarding career offering flexibility and growth opportunities. This role allows you to work from home with a tailored schedule to suit your lifestyle. Key responsibilities include delivering...Remote workWork from home
Medium
Lansdale, PA3 days ago - ...Bank of America, Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors and their clients. You will educate clients on the bank's offerings and ensure accurate, timely materials, while assisting with risk and compliance as...
Bank of America
Jenkintown, PA13 hours ago $800 - $1,200 per week
...Job Description Job Description Now Hiring : Client Service Associate Company: Intrepid Inc Location: Glenside, Bensalem, Philadelphia, PA (In-person) Pay: $800–$1,200 per week About the Role We’re looking for motivated, people-driven individuals...Weekly payImmediate startINTREPID
Glenside, PAa month ago- Lympha Press, a leader in home compression therapy, is offering an exciting opportunity to become part of our dynamic team as Client Services Associate. As a Client Services Associate, you will be responsible for coordinating all aspects of patience case development and...Work at office
- ...Job Description POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Full timeWork at officeLocal area
$52k - $94.12k
...the Private Equity and Real Assets Fund Services business unit of the State Street... ...administrative support to premier real estate fund clients. Join this growing team that is... ...Street services our customers. As a Senior Associate you will be responsible for the preparation...SeniorTemporary workFlexible hours- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$52k - $94.12k
...Senior Associate A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team... ...administrative support to premier real estate fund clients. Join this growing team that is passionate...SeniorFlexible hoursState Street Corporation
Berwyn, PA2 days ago$23 per hour
LHH has partnered with a Global Organization in their search for Client Service Associates to join their team. This is a 6-month contract opportunity offering a hybrid work schedule (3 days in office, 2 days remote). This role is ideal for individuals who thrive in a fast...Contract workTemporary workWork at officeLocal areaRemote work$85k - $138k
...CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry... .... CLA is currently seeking an Audit Senior to join our State and Local Government (SLG...SeniorLocal areaCliftonLarsonAllen
King of Prussia, PA1 day ago$19 - $20 per hour
...Accounts Payable Outsourcing & Client Support Associate Corpay is currently looking to hire an Accounts Payable Outsourcing & Client Support Associate... ..., you will be responsible for providing Invoice Management services while serving as a primary point of contact for clients to...Hourly payCurrently hiringWork at officeLocal areaFlexible hoursCorpay
Bala Cynwyd, PA2 days ago$19 - $20 per hour
...currently looking to hire an Accounts Payable Outsourcing & Client Support Associate. This position falls under our Corpay Cross Border line of... ..., you will be responsible for providing Invoice Management services while serving as a primary point of contact for clients to...Hourly payCurrently hiringWork at officeLocal areaFlexible hoursCorpay
Bala Cynwyd, PA2 days ago$111.44k - $183.08k
...analyses, and negotiating loan terms. Ideal candidates will have over 5 years of business lending experience and a proven track record in client relationship management. Comprehensive benefits are offered, including a competitive salary range from $111,440 to $183,082. #J-188...SeniorWSFS Bank
Wayne, PA1 day ago- Interested in joining a newly formed life sciences company that is poised to go public in the coming years? The ideal candidate will take hands‑on ownership of the accounting function while collaborating regularly with executive leadership. Impactful position that will...Senior
Dunn & Done Search
King of Prussia, PA2 days ago - Interested in joining a growing publicly traded biotech company with a promising future? The ideal candidate will take hands‑on ownership of the accounting function while collaborating regularly with executive leadership. Impactful position that will focus on monthly &...Senior
Dunn & Done Search
Wayne, PA1 day ago $111.44k - $183.08k
WSFS Bank in Berwyn, PA seeks a Business Banking Relationship Manager to manage relationships with small-to-medium-sized businesses. You will deliver customized financial solutions and grow business by providing expert financial advice. Ideal candidates have 5+ years in...SeniorWSFS Bank
Berwyn, PA1 day ago$15 per hour
...~ Employee discounts We're Hiring! Spa Associates Needed! Hand & Stone Massage & Facial... ...Associate, You Will: Deliver exceptional customer service Build relationships with members and guests Help clients choose services and memberships Schedule...Hourly payFull timePart timeFlexible hoursShift workHand and Stone Massage and Facial Spa
King of Prussia, PA4 days ago- ...seeking a Director, Financial Planning to guide high-net-worth clients with fee-based financial planning and investment advice. You will... ..., work under fiduciary standards, and collaborate with Client Service Managers and retirement-planning tools. Requirements include...SeniorFull time
Edelman Financial Engines, LLC
Conshohocken, PA15 hours ago - ...Senior Account Executive (RWE) ICON is a global healthcare intelligence and clinical... ...Account Executive at ICON, you will foster client relationships, driving strategic initiatives... ...in account management and client services will be key in delivering high-quality outcomes...SeniorContract work
ICON
Blue Bell, PA4 days ago - ...Senior On-Site Service Specialist This position provides operations functions in one or all of the following areas: operates high volume duplicating... ..., sorting, mailing, or bindery equipment, performs associated copying tasks, ships and receives product and supplies, sorts...SeniorTemporary workWork experience placementFlexible hoursNight shift
Ricoh Colombia
Conshohocken, PA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Associate. Be the first to apply!
Related searches
- health services administrator Berwyn, PA
- service advisors Berwyn, PA
- toyota service advisor Berwyn, PA
- guest services associate Berwyn, PA
- car service advisor Berwyn, PA
- honda service advisor Berwyn, PA
- environmental service aide Berwyn, PA
- court services officer Berwyn, PA
- food service officer Berwyn, PA
- environmental services attendant Berwyn, PA