Client Service Associate (Wealth Management)

Job Overview – Client Service Associate (Wealth Management)

Compensation: $80,000 – $110,000/year

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.

Responsibilities as the Client Service Associate (Wealth Management):

• Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
• Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
• Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
• Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
• Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
• Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.

Qualifications for the Client Service Associate (Wealth Management):

• Education: Bachelor’s degree is required.
• Experience: 1–5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
• Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
• Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
• Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #49046