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Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce.
The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.
Key Responsibilities:
Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work. All qualified applicants will receive consideration for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer.
A competitive compensation package including a performance-based bonus and comprehensive benefits package that includes the following:
When applying, include a cover letter when uploading your resume.
Preference will be given to candidates who reside in East Pennsylvania, specifically Montgomery County or adjacent counties.
We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid if Wescott of affiliates hires the candidate.
Full Time
$61k-81k (estimate)
03/06/2024
06/03/2024
wescott.com
Philadelphia, PA
50 - 100