What are the responsibilities and job description for the Service Advisor position at The Well?
Service Advisor — New Cumberland, PA
💰 $100,000–$110,000 base bonus
We’re hiring a Service Advisor on behalf of our client—a growing wealth management firm in New Cumberland, PA. If you love building relationships, keeping operations running smoothly, and being the calm, confident point of contact for clients, this role is for you.
What you’ll take on:
- Lead onboarding & client communication
- Support advisors with prep, follow-ups, and meeting coordination
- Resolve client issues with accuracy, empathy, and judgment
- Manage daily operations (transfers, move money, RMDs, trading requests, compliance tasks)
- Maintain CRM custodial systems
- Review daily account activity, including deposits, transfers, and trade requests
- Explain forms, processes, and industry terminology in a clear, approachable way
What makes you a fit:
- 7 years in wealth management client service
- Bachelor's degree in Business, Finance, or related field
- FINRA Series 6/7/63/65/66 (minimum of 65 required)
- Strong organizational and communication skills
- Strong understanding of industry rules, regulations, and best practices
- Curious, detail-oriented, and proactive in solving problems
- Team oriented mindset with a focus on collaboration
Why this role:
Join a collaborative, client-first team where your work has immediate impact—and where operational excellence is truly valued.
👉 Interested? Apply now!
Salary : $100,000 - $110,000