Licensed Client Services Associate

Priano Solutions • Canonsburg, PA

16d • Onsite

About The Position

We are a fast-growing, values-driven wealth management firm seeking a Licensed Client Service Associate to support advisors and deliver a high-touch, white-glove client experience. This role is ideal for someone who thrives in a dynamic environment, enjoys client interaction, and can keep things running smoothly when priorities shift. You’ll serve as both an operational anchor and a client-facing professional, playing a key role in scheduling, meeting preparation, client service, and account support.

Requirements

• Active Series 7 license required
• 3+ years in financial services, RIA, or broker-dealer environment
• Strong client communication and relationship skills
• Highly organized, adaptable, and comfortable in fast-paced settings
• Proactive, service-oriented, and team-focused mindset
• Experience with CRM systems (Redtail or similar preferred)

Responsibilities

• Serve as a professional first point of contact for clients (phone, email, in person)
• Manage advisor calendars, meeting logistics, and confirmations
• Prepare meeting materials, follow-ups, and CRM documentation
• Support new client onboarding, paperwork, and service requests
• Maintain accurate records in CRM and custodial systems
• Assist with compliance, special projects, and office operations
• Identify client service needs and surface opportunities to advisors

Benefits

• High-trust, team-oriented culture
• Direct impact on client experience and advisor success
• Opportunity for long-term growth and expanded responsibility
• Competitive salary with bonus potential

What This Job Offers

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