Wealth Management Client Service Associate

Client Service Associate – Financial PlanningAre you an experienced financial professional who enjoys delivering top-notch wealth management services to affluent clients and organizations? Our client, a highly regarded wealth management and registered investment advisory company based in Wexford, PA, is seeking a Client Service Associate to become part of their dynamic group. They are dedicated to providing exceptional service to their clients and fostering a fulfilling workplace for their staff.Why this is a unique organization.· Attractive Compensation: They provide competitive pay, bonus opportunities, and a comprehensive benefits package.· Collaborative Team Setting: Join a tight-knit team that values teamwork, assistance, and knowledge exchange.· Meaningful Contributions: Your efforts will have a significant impact on the financial well-being of clients and shape their future success.Key Responsibilities: As a Client Service Associate, you will play a crucial role in the client service team, and will ASSIST the Advisors in: Handling the daily operations of the Financial Advisor's practice, including setting up new client accounts, preparing and processing account-specific and investment-related paperwork, facilitating outgoing payments and incoming deposits of assets and funds, maintaining accurate client records in compliance with industry and regulatory standards.Creating presentations for meetings using PowerPoint.Entering data into financial planning and investment analysis software.Managing the CRM platform (AdviserEngine).Processing financial account applications on Schwab Advisor Center.Qualifications: To excel in this role, you must have the following qualifications:· Education: A bachelor's degree is a must, along with a readiness to pursue a CFP or equivalent financial planning certification.· Past experience with financial industry CRM systems is a bonus Past experience with Schwab is an advantage· Prior experience with DocuSign is a plus· Experience: A minimum of 2 years of experience in the financial services and investment advisory field.· Financial Expertise: Proficiency in financial planning and knowledge of investments across diverse asset categories.· Relationship Management: Exceptional relationship-building and organizational skills, coupled with the ability to establish and maintain client connections.· Technical Proficiency: Excellent command of MS Excel and financial planning tools.· Communication Skills: Outstanding written and verbal communication abilities, enabling effective conveyance of complex financial data to clients.If you are a devoted financial professional seeking an exciting opportunity to have a significant impact on clients' financial well-being, we encourage you to apply. Join the team and become part of an organization dedicated to excellence, cooperation, and client achievement!