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Private Wealth Management Client Service Associate

3 months ago

West Chester, Pennsylvania, United States gpac Full time

Seeking a client service associate to join our high net worth investment advisory team. This key role is responsible for managing client accounts and relationships by providing exceptional service and responding to all client inquiries and requests.

Responsibilities:

  • Serve as the day-to-day point of contact for assigned clients
  • Field client phone calls, emails, and other communications promptly
  • Coordinate documentation for client account openings and transfers
  • Manage account paperwork and administrative tasks
  • Work with firm's financial advisors to assemble materials for client reviews and meetings
  • Maintain thorough knowledge of firm offerings and services

Requirements:

  • Bachelor's degree in business, finance or related area
  • 2+ years of client service experience; financial services experience preferred
  • High degree of professionalism and commitment to positive client relationships
  • Sharp attention to detail and strong organizational abilities
  • Experience with CRM platforms and financial planning software a plus
  • Excellent written and verbal communication skills

We offer a competitive salary and benefits package for this critical role within our $800 million wealth management practice. Please submit your resume if you possess the commitment to service excellence that our clients have come to rely on.

For additional information on this opportunity, please contact Sydney Aucoin directly at Resumes may be confidentially sent to