Client Service Associate - Wealth Management

Wescott Financial Advisory Group • Harleysville, PA

2d • $65,000 - $80,000

About The Position

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our workforce in Harleysville, Pennsylvania. The Client Service Associate (“CSA”) is responsible for directly supporting the firm’s Wealth Advisors and Clients by delivering high-touch service and ensuring that transaction and money movement requests are processed quickly and accurately. The CSA will work with Operations team members to meet our Clients' needs and will actively participate in future projects as the firm continues to grow.

Requirements

• Bachelor's degree in Business or Finance, preferred
• Minimum of 3-5 years of High Net Worth (HNW) client servicing
• Excellent communication and interpersonal abilities
• Proficient in Microsoft Office and Adobe Acrobat
• Ability to prioritize tasks and manage time effectively
• Professional and friendly demeanor with a client-focused mindset
• Ability to work effectively both independently and as a team
• Industry and compliance knowledge
• Attention to detail and maintaining a high quality of work
• A willingness to obtain FPQP designation as needed

Nice To Haves

• Experience with the CRM system, Salesforce, preferred
• Experience with Fidelity’s Wealthscape custodial platform, preferred
• Experience with the wealth tech platform, Orion, preferred

Responsibilities

• Manage client onboarding and account opening processes.
• Process and track client paperwork, including withdrawals, transfers, and contributions.
• Maintain accurate and current client information in our CRM system.
• Prepare and distribute client reports and documents.
• Assist with completing compliance and regulatory paperwork.
• Collaborate with internal teams to ensure smooth client service delivery.
• Handle client service requests and resolve issues or concerns promptly.
• Maintain files and records following company policies and procedures.
• Assist with other administrative and operational tasks as needed.

Benefits

• Medical / Dental / Vision Insurance
• Healthcare or Dependent Care FSA
• 401(k) / Employee Pension Plan
• Basic Life/AD&D Insurance / Voluntary Life Insurance
• Short and Long-term Disability Insurance
• Paid Time Off
• Holidays (11) and Floating Holidays
• Volunteer Paid Time Off
• Spring Health EAP
• Commuter Benefit
• Global Fit / Walk My Mind / Back Up Care Advantage
• Professional License and Professional Development (CE)
• Business Casual Dress Code
• Caring team of colleagues

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level