Senior Client Service Associate (Wealth Management)

Senior Client Service Associate

Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA

Compensation Requirements: $85,000 to $115,000 DOE plus bonus

About the Opportunity

Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors serving high-net-worth individuals and business owners. This is an excellent opportunity to join a collaborative, client-focused firm where your contributions will be valued, your expertise will make a meaningful impact, and you'll have the opportunity to grow alongside a successful and expanding team.

In this role, you will serve as a trusted partner to both advisors and clients, managing account administration, operational workflows, client service requests, and financial planning support. The ideal candidate is highly organized, detail-oriented, proactive, and genuinely enjoys delivering an exceptional client experience. They thrive in a team-oriented environment, take pride in building lasting relationships, and are passionate about helping both clients and colleagues succeed.

Typical Duties and Responsibilities of the Senior Client Service Associate:

· 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 needed

Senior Client Service Associate 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 preferred

A plus but not required:

· Experience with Morningstar Advisor Workstation

· Kestra platform experience

· Series 24

· Familiarity with 401(k) plan administration and participant support

What Our Amazing Client Offers

· Base salary of $75,000 to $115,000 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)

· Opportunity to work closely with experienced advisors and firm leadership while gaining valuable industry knowledge and mentorship

· Collaborative, team-oriented culture with a supportive, engaged, and welcoming team.

· Excellent long-term growth and career advancement opportunities

· Newly renovated office in a convenient, easy-to-commute location

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