Client Service Associate

WSFS Bank•Berwyn, PA

12d•$53,744 - $88,291•Onsite

About The Position

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate supports the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners. This role assists with client communications, meeting preparation, operational processes, marketing initiatives, and administrative support. The ideal candidate is organized, detail-oriented, proactive, and interested in developing a career in retirement plan consulting and financial services.

Requirements

Bachelor’s degree required; a concentration in finance or a related business discipline is strongly preferred.
1–4 years of professional experience, with a strong preference for candidates with prior experience supporting company retirement plan services.
Ability to obtain the Accredited Investment Fiduciary (AIF®) designation as soon as eligible.
If currently licensed, the candidate must have a clean Form U-4 with no disclosures.
Proficiency in Microsoft Office 365, including Excel, Word, and PowerPoint, with strong foundational numeracy skills.
Demonstrated ability to manage multiple priorities effectively, with strong organizational skills and adaptable interpersonal communication.
Self-motivated with a proactive approach to completing tasks efficiently and independently, while maintaining a high standard of quality.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Nice To Haves

a concentration in finance or a related business discipline is strongly preferred.
prior experience supporting company retirement plan services.

Responsibilities

Support the teams with administrative duties and high-level client service.
Perform client service tasks specific such as paperwork execution and marketing coordination.
Execute custodial forms for fund changes and ensure completion.
Facilitate marketing efforts to help generate new client opportunities.
Act as liaison between teams and other departments to foster communication and teamwork.
Serve as a point of contact for prospects and clients, providing exceptional service and building long-term relationships.
Deliver client-facing services, including RFPs, plan reviews and presentations in partnership with internal teams.
Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
Oversee the main phone line and RPS main line (email box) on a recurring basis and provide mail support as needed.
Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
Maintain accurate and up-to-date client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
Become proficient in custodial platforms.
Administer processes in support of client needs and contribute to ongoing process improvements.
Assist in division-wide initiatives such as special projects.
Proactively support compliance adherence and internal team preparation needs.
Stay current with industry trends and financial planning topics to support team and client success.