Client Service Associate

Client Service Associate
Multi-Billion Wealth Management Firm
Greater Philadelphia Region

Overview
Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth Client Services
• Provide an excellent client experience for high net worth clients, building and maintaining client relationships
• Participate in the growth of an independent RIA by servicing client needs
• Strong culture of teamwork, integrity, work life balance and personal and professional development
• Career track within the firm
• Hybrid role - 3 days in office and 2 work from home
• Competitive compensation package including benefits and bonuses

Requirements

• 2-3+ years experience in Client Service within Financial Services
• Track record of professionalism, adaptability, attention to detail, and time management

Job Type: Full-time

Salary: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Financial services: 2 years (Required)

Ability to Relocate:

• New Hope, PA 18938: Relocate before starting work (Required)

Work Location: In person