Client Service Associate in Pennsylvania

Client Service Associate for Wealth Management Office

About Private Wealth Management
At our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.

Many of our families fall into the ultra-high net worth category, with a different view of wealth, with unique joys and burdens. We leverage our three decades of experience to bear in this area, and we understand all the specific details, no matter how big or how small. Better yet, we can help simplify those complexities so they can be more confident in their family’s future for generations.

To that end, we are looking for someone who has worked in and around HNW and UHNW individuals and families and is experienced with the high-level touchpoints required to provide excellent service.

The Role of Our Client Service Associate
The role...

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.
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The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including...