Client Service Associate - Wealth Management

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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