Wescott Financial Advisory Group, LLC · 5 hours ago
Client Service Associate - Wealth Management
Harleysville, PA
Full-time
Onsite
Mid Level
$65K/yr - $80K/yr
3+ years expWescott Financial Advisory Group LLC is a Philadelphia-based Independent Registered Investment Advisor looking for a Client Service Associate to support their Wealth Advisors and Clients. The CSA will provide high-touch service, manage client onboarding, and ensure accurate processing of transactions and requests.
Information Technology
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
Qualification
Required
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
Preferred
Experience with the CRM system, Salesforce, preferred
Experience with Fidelity's Wealthscape custodial platform, preferred
Experience with the wealth tech platform, Orion, preferred
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
Company
Wescott Financial Advisory Group, LLC
Experience Life-Minded Wealth® with Wescott At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Grant Rawdin
Founder & CEO
Carrie Delgott
Chief Operating Officer / Chief Compliance Officer
Recent News
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