Client Service Associate

Raymond James • Wayne, PA

6d • Onsite

About The Position

Birch Run Financial is an independent wealth management practice that provides personalized financial advice and planning to individuals, families, professionals, and retirees. The Client Service Associate is a visible, client-facing role supporting advisors and delivering a high-quality service experience. The associate serves as a primary contact for many client requests and supports operational, administrative, and account-related activities. The role is suited to a detail-oriented, organized, positive professional who communicates clearly, follows through reliably, prioritizes competing tasks, and wants to learn and grow in financial services. It balances client interaction with operational responsibilities and offers the opportunity to build a long-term career in a relationship-focused wealth management practice. The role is onsite, with no travel.

Requirements

• Strong attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Professional, pleasant, and confident presence with clients.
• Strong organizational and prioritization abilities.
• Ability to manage multiple responsibilities simultaneously.
• Sound judgment and problem-solving skills.
• Consistent follow-through and accountability.
• Positive attitude and team-oriented mindset.
• Energetic, proactive, and eager to learn.
• Ability to work independently while contributing to a collaborative team environment.

Nice To Haves

• Previous experience in wealth management, financial services, banking, or a client service environment.
• Experience working with confidential client information.
• Familiarity with investment accounts and financial industry operations.
• College degree.

Responsibilities

• Provide exceptional service to clients by phone, email, and in person.
• Build positive client relationships through timely follow-up and proactive communication.
• Serve as a trusted resource for client questions and routine account requests.
• Provide a welcoming and professional client experience at every interaction.
• Assist with client onboarding and account opening.
• Process money movement requests accurately and efficiently.
• Accept and process client trade requests in accordance with firm policies and procedures.
• Perform daily operational and administrative tasks supporting client accounts.
• Prepare, process, and track account paperwork.
• Maintain accurate client records and documentation.
• Assist advisors with client meeting preparation and follow-up.
• Coordinate and manage small projects and action items.
• Track outstanding requests and ensure they are completed on time.
• Identify opportunities to improve workflows and operational efficiency.
• Support the day-to-day needs of the wealth management practice.

Benefits

• Medical insurance, with 80% paid for the associate.
• Dental insurance, with 80% paid for the associate.
• Vision insurance, with 80% paid for the associate.
• Retirement benefits.
• Paid time off.
• Market holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed