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Client Service Associate - Wealth Management

Company: Wescott Financial Advisory Group
Location: Harleysville
Posted on: May 12, 2024

Job Description:

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce. The Client Service Associate ("CSA") is responsible for supporting the firm's Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow. Key Responsibilities:

  • Manage the client onboarding and account opening processes.
  • Process and track client paperwork, including withdrawals, transfers, and contributions.
  • Maintain accurate and up-to-date client information in our CRM system.
  • Prepare and distribute client reports and documents.
  • Assist with completing compliance and regulatory paperwork.
  • Collaborate with internal teams to ensure smooth client service delivery.
  • Handle client service requests and resolve any issues or concerns promptly.
  • Maintain files and records following company policies and procedures.
  • Assist with other administrative/operations tasks as needed. Requirements
    • Bachelor's degree in Finance, Business, preferred
    • Minimum of 3-5 years of HNW client servicing
    • A willingness to obtain future Series licenses or FPQP designation as needed
    • Excellent communication and interpersonal abilities
    • Proficient in Microsoft Office and Adobe Acrobat
    • Ability to prioritize tasks and manage time effectively
    • Professional and friendly demeanor with a client-focused mindset
    • Ability to work effectively both independently and as a team
    • Industry and compliance knowledge
    • Attention to detail and maintaining a high quality of work
    • Experience with the CRM system, Salesforce, preferred
    • Experience with financial custodial platforms is a plus Benefits Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work. All qualified applicants will receive consideration for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer. A competitive compensation package including a performance-based bonus and comprehensive benefits package that includes the following:
      • Medical / Dental / Vision
      • Healthcare or Dependent Care FSA
      • Professional License and Professional Development (CE)
      • 401(k)
      • Employee's Pension Plan
      • Life/AD&D Insurance
      • Short and Long-term Disability Insurance
      • Generous paid time off
      • Mental Wellness and Employee Assistance Program
      • Volunteer Paid Time Off When applying, include a cover letter when uploading your resume. Preference will be given to candidates who reside in East Pennsylvania, specifically Montgomery County or adjacent counties. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid if Wescott of affiliates hires the candidate.

Keywords: Wescott Financial Advisory Group, Lower Merion , Client Service Associate - Wealth Management, Executive , Harleysville, Pennsylvania

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