Client Service Associate

Job Description Job Description We are seeking a highly motivated and detail-oriented Client Services Administrator in Philadelphia, PA, supporting a team that provides investment advisory services to high net-worth individuals and corporate executives. This role requires excellent communication skills, the ability to manage multiple priorities, and a proactive, team-first mindset. Candidates who demonstrate initiative, a strong work ethic, and a commitment to accuracy and professional growth will thrive in this position. All qualified applicants are encouraged to apply!

Responsibilities:
• Prepare and process account-opening and maintenance documents, including transfer and custodial forms.
• Assemble new client paperwork packets and printed reports for meetings.
• Coordinate with custodians to ensure smooth account setup, funding, and transfers.
• Maintain accurate client records and handle time-sensitive mail, checks, and forms.
• Support advisors by preparing review packets, reports, and managing courier and mail logistics.
• Assist with scheduling and organizing in-office meetings and client mailings.

Requirements:
• Bachelor’s Degree
• Proven administrative experience in a financial planning or brokerage environment
• Experience with major custodians such as Schwab or Fidelity.
• Work in the office for at least two business days.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
48976

PHILLYAFT