Client Service Associate
$55,000–$65,000 year
On-site · Royersford, Pennsylvania, United States
Job Summary
Support the advisory team and clients as a Client Service Associate by handling client inquiries, preparing and submitting new account paperwork, processing account changes (name, address, beneficiaries), coordinating rollovers, providing tax documents, and maintaining accurate client records. Responsible for facilitating client communication, scheduling meetings, preparing materials (illustrations, graphs, charts, reports), and assisting in onboarding and administrative tasks to ensure a smooth, technology-enabled client experience. Requires strong organization, attention to detail, proactive service mindset, and effective communication to maintain high-quality client interactions in a wealth-management setting.
Required Qualifications
- Bachelor’s degree preferred, or equivalent work experience
- Minimum 1-3 years of progressive experience in wealth management or similar financial services environments
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