Client Service Associate

2 weeks ago

Berwyn, United States Wsfs Financial Full time
Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.

The Client Service Associate Responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support.

Job responsibilities:
  • Manage multiple time sensitive tasks simultaneously for both internal and external clients.
  • Other administrative tasks include coordinating with Investment Advisors, Wealth Advisors and Investment Associates on preparation and mailing of client correspondence, including Investment Policy Statements, Off-List Holdings Letters and concentrated stock position letters.
  • Master the account opening process for all account types.
  • Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Berwyn location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client requests for cash in a timely and accurate manner.
  • Monitor and work to clear cash overdrafts for assigned Wealth Advisors and Investment Advisors. Coordinate client meetings for Wealth Advisors and Investment Advisors and assist in meeting preparation.
  • Systemically tailor client presentation materials to the needs of the client and Wealth Advisor or Investment Advisor.
  • Serve as first point of contact for many high net worth clients, as well as build and maintain those relationships by providing exceptional client service support.
  • Answer the main WMD phone line on a rotating and recurring basis.
  • Provide backup to sort/scan and distribute mail, as needed.
  • Proactively anticipate the needs of Wealth Advisors and Investment Advisors and work in conjunction with Investment Associates to track/resolve account compliance issues on their behalf including, but not limited to, stale IPS, Off-List Holdings Letters, Account Reviews with exceptions, etc.
  • Act as Secretary to one or more internal committees (account review committee, discretionary distribution committee, etc.) and prepare accurate committee minutes that track exceptions.
  • Maintain accurate client data on FIS Addvantage (core trust accounting system), First Rate, Investor's View and Nautilus.
  • Use each system effectively to support Wealth Advisors and Investment Advisory teams.
  • Administer complex and precise processes in support of client needs.
  • Contribute with process improvement ideas.
  • Contribute to Division initiatives (systems conversions, projects, etc.).
  • General administrative duties, including the scanning of client materials.

Minimum Requirements:
  • Must have a high school diploma, however a 4-year college degree in business administration, finance or a business related major is highly preferred.
  • Must have 3-5 years of experience in administrative client service.
  • Must have general knowledge of investment markets and trust administration.
  • Must have proficiency in Microsoft Word and Excel.
  • Experience with a trust accounting and/or investment system is preferred.
  • Must be able to juggle priorities, be organized and have an adjustable social style.
  • Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
  • Must have knowledge, understanding and application of fiduciary and investment principles.
  • Must have knowledge of securities processing and clearing.
  • Must have knowledge of trust & accounting systems, knowledge of trust administration and fiduciary responsibilities, knowledge of investment systems (First Rate and Investor's View) and technology to support recordkeeping and payment history (FIS Addvantage).
  • Must be able to prepare high volumes of account opening paperwork in an efficient manner.
  • Must understand how fees are charged and exhibit an ability to manually calculate fees.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

  • Client Service Associate

    2 weeks ago

    Berwyn, United States WSFS Financial Corporation Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    3 weeks ago

    Berwyn, United States WSFS Bank Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    2 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

  • Portfolio Services Associate 2

    1 month ago

    Berwyn, United States State Street Full time

    Portfolio Services Associate 2 Who we are looking for Why this role is important to us Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Transaction Management, Performance, Reconciliation, and many others The role is client facing, including answering queries from clients...

  • Clinical Services Associate

    4 weeks ago

    Berwyn, United States Penn Medicine Full time

    **Description** Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all...

  • Middle Office Associate 2

    2 weeks ago

    Berwyn, United States State Street Corporation Full time

    As Associate 2 you will - Acts as a resource within the assigned business unit to problem-solve for complex issues with clients, counterparties and other internal teams. - Responds to inquiries from clients, custodians and brokers to ensure timely ef Office Associate, Office, Associate, Processing, Business Services

  • Overlay Services Operations Specialist

    4 weeks ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

  • Consulting Services Specialist

    7 days ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Consulting Services Specialist to join our Portfolio Management Consultants (PMC) team. This position is expected to report to our Berwyn, PA office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Overlay Services Operations Specialist

    1 week ago

    Berwyn, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

  • 2024 Summer Associate

    1 week ago

    Berwyn, United States Raymond James Full time

    2024 Summer Associate - Chartwell Sales Analyst (Berwyn, PA)-2401626 Description Qualifications Knowledge, Skills, and Abilities Knowledge of  High level understanding of investment management business Fundamental concepts, practices, and procedures of a professional office environment. Basic concepts, principles, and practices of an...

  • Middle Office Associate 2

    2 weeks ago

    Berwyn, United States State Street Full time

    Job Description Who we are looking for In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible and exciting environment. Why this role is important to us You will be...

  • Middle Office Associate 2

    7 days ago

    Berwyn, United States State Street Full time

    Job DescriptionWho we are looking forIn this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible and exciting environment.Why this role is important to usYou will be the...

  • Consulting Services Specialist

    1 week ago

    Berwyn, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Consulting Services Specialist to join our Portfolio Management Consultants (PMC) team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

  • Core Operations

    1 week ago

    Berwyn, United States State Street Corporation Full time

    Middle Office operations, work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible, Operations, Associate, Operation, Manufacturing

  • Associate Relationship Banker

    4 weeks ago

    Berwyn, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of...

  • Clinical Associate

    6 days ago

    Berwyn, United States Melmark New England Full time

    $4,000 Hiring Bonus! New Hourly Rates! # General Responsibilities # The Clinical Associate is responsible for providing direct service instruction to assigned individuals while maintaining prescribed Level of Supervision (LOS) for assigned individual(s) at all times.# Responsibilities include attending to and maintaining individual#s hygiene, grooming, and...

  • Alpha Front Office

    2 weeks ago

    Berwyn, United States State Street Corporation Full time

    Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits. Confirm the complet Associate, Office, Operations, Business Services

  • Alpha Middle Office Client Service, Assistant Vice President

    2 days ago

    Berwyn, PA, United States State Street Corporation Full time

    Who we are looking for High visibility client-facing role managing complex internal and external relationships and supporting a variety of client business management responsibilities. The role requires industry and technical proficiency to function as a cross-client subject matter expert with extensive interaction across all internal support functions to...

  • Tax Trading Support Specialist

    5 days ago

    Berwyn, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Tax Trading Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions,...

  • Associate Director for Applied Research and Outreach

    2 weeks ago

    Berwyn Heights, United States University of Maryland Full time

    Reporting to the IGSR Director, the Associate Director for Applied Research and Outreach is responsible for sustaining and expanding IGSR research, technical assistance, and outreach initiatives and overseeing research staff and operations within a self-support environment. Together with IGSR ITS function manager, the Associate Director is also responsible...