Senior Client Service Associate (Wealth Management)

Senior Client Service AssociateWayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $75,000 to $90,000 DOE plus bonusOur client is a growing wealth management firm seeking a skilled Senior Client Service Associate to support a team of advisors serving high-net-worth individuals and businesses. This role is responsible for delivering high-level administrative, operational, and client relationship support across onboarding, account administration, and financial planning activities. The position offers broad exposure to wealth management client service and operations and is ideal for a proactive, client-focused professional seeking long-term growth.Position ObjectiveThe Senior Client Service Associate will serve as a key support resource to advisors and clients by coordinating account administration, client service, operational processing, and financial planning support. The ideal candidate is highly organized, detail-oriented, and committed to providing an exceptional client experience.Typical Duties and Responsibilities· Assist financial advisors with administrative, operational, and client service support· Manage new client onboarding and ensure all paperwork is complete and accurate· Process ACATs, account opening documentation, and account maintenance requests· Handle client communications via phone, email, written correspondence, and in person· Execute money movement requests and operational processing activities· Process advisor-directed trades and account-related transactions· Monitor and process required minimum distributions (RMDs)· Prepare for and attend client review meetings and implement resulting action items· Maintain Salesforce databases and reporting· Assist with eMoney data entry and financial planning support activities· Research client and security information through custodial and back-office systems· Support 401(k)-related service responsibilities· Ensure client documentation complies with firm and industry requirements (compliance)· Create and maintain workflows and procedures that support operational efficiency· Participate in special projects and cross-functional initiatives as neededPosition Requirements· Minimum of 3 years of experience supporting financial advisors within a wealth management firm, RIA, broker-dealer, or similar environment, including experience working directly with high-net-worth clients· Series 7 and 63 licenses preferred· Exposure to financial planning and para-planning support is preferred· Experience with Salesforce or a similar CRM platform· Proficiency with Microsoft 365 applications, including Word, Excel, and Outlook· Experience with eMoney or similar financial planning software preferred· Exceptional organizational skills with strong attention to detail and follow-through· Ability to manage multiple priorities and deadlines in a fast-paced environment· Excellent written and verbal communication skills· Professional, polished demeanor with a strong commitment to delivering an exceptional client experience· Proactive, self-motivated, and passionate about helping clients and supporting team success· Tech-savvy with experience leveraging AI tools to improve workflows, enhance client service, automate routine tasks, and create standardized templates and documentation.· Bachelor's degree preferredA plus but not required:· Experience with Morningstar Advisor Workstation· Kestra platform experience· Series 24· Familiarity with 401(k) plan administration and participant supportWhat Our Amazing Client Offers· Base salary of $75,000 to $90,000 DOE, plus performance-based bonus opportunity· Comprehensive benefits package including medical, dental, vision, life, and disability insurance· 401(k) retirement plan with up to 4% match· Strong commitment to work-life balance with a hybrid schedule (3 days in office)· Newly renovated office in a convenient, easy-to-commute location· Opportunity to work closely with experienced advisors and firm leadership while gaining valuable industry knowledge and mentorship· Collaborative, team-oriented culture with excellent long-term growth and career advancement opportunities· Complimentary Lifetime Fitness membership through Aetna’s Peerfit Program