Client Service Associate - Hybrid with Fast Growth!

Hermitage, PA • Pittsburgh, PA • Camp Hill, PA • Lancaster, PA • Blue Bell, PA Hybrid

Full-time $50,000.00 - $70,000.00

Posted 03/01/2024

Top Reasons to Work with Us

We are an established and expanding wealth management firm in Pennsylvania looking for a Senior Associate and or Private Client Services, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.

What You Will Be Doing

- Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
- Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
- Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
- Maintaining and tracking prospect and client engagement in the relationship management system.
- Be the SME for all client service-related processes and systems and promote best practices for junior team members.

What You Need for this Position

- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience

-Bachelors degree.
-Minimum of 3 years serving wealth management clients or other relevant industry experience.

What's In It for You

Salary Range $55K-$70K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!

So, if you are a Client Service Associate with experience, please apply today!

Benefits

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

Additional ways to apply

Preferred Skills

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 03/01/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.