Client Services Associate

4 weeks ago

Philadelphia, United States WSFS Bank Full time
Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Client Service Associate is responsible for providing exceptional, high-level service delivery and support to trust and agency clients, client facing advisors (Wealth Advisors, Investment Advisors, Financial Planners/Strategists, Relationship Managers, Wealth Directors, etc.), intermediaries and other qualified referral sources and distribution channels. The incumbent will provide internal and external (client) communication, including answering the main wealth phone line(s) on an "as-needed" basis, participating in select client meetings, and interfacing with Trust Operations Service Partners.

Job Responsibilities:
  • Manage multiple time sensitive tasks simultaneously for both internal and external clients.
  • Master the account opening process for all account types. Prepare high volumes of account opening paperwork in an efficient manner to support the client facing advisors and the new business specialist/account opening team. Attention to detail and organizational skills are critical.
  • Know BMT's approved, standard WMD fee schedules and follow all exception processing for fee discounts. Track account funding to completion, check all asset information for accuracy (cost basis, acquisition date, tax lots, etc.).
  • Contribute to the monitoring and execution of Required Minimum Distributions for qualified IRA owners.
  • Provide bill pay and cash movement services within the Wealth Management Division. This service includes paying 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 advisors.
  • Coordinate client meetings for advisors and assist in meeting preparation. Be willing and able to systemically tailor client presentation materials to the needs of the client and 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 office phone line on a rotating and recurring basis, as needed. Provide backup to sort/scan and distribute mail, as needed.
  • Proactively anticipate the needs of advisors and work in conjunction with other support colleagues to track and resolve account compliance issues on their behalf including, but not limited to, stale IPS, Off-List Holdings Letters, Account Reviews with exceptions, etc.
  • Proactively monitor compliance related reports that track exceptions on accounts. Work directly with advisors to clear any and all account level compliance exceptions including delinquent account reviews, overdrafts, missing account opening items, missing tax cost, etc. Perform all necessary account maintenance in the core trust accounting system (and other systems, as needed).
  • 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 the core trust accounting system, performance management system, account review system and document storage system. Use each system effectively to support advisors.
  • Administer complex and precise processes in support of client needs.
  • Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, audits, exams, etc.).
  • Contribute to the data input effort as financial planning capabilities expand over time, learning and implementing eMoney with new and existing clients. Work alongside Planners/Strategists on the preparation of financial plans on an as needed basis.
  • Ensure all client communication and paperwork is regularly scanned to the document storage system.
  • General administrative duties, as needed.
Minimum Qualifications:
  • Bachelor's Degree in Business Administration, Finance or a business-related major preferred.
  • Minimum of 5 years of experience in Administrative Client Service.
  • Must have general knowledge of investment markets and trust administration.
  • Prior knowledge with trust accounting and/or investment system preferred.
  • Must be proficient in Microsoft Office (Excel are must as is basic numeracy).
  • Must be able to juggle priorities, be organized and have an adjustable social style.
  • Must have the ability to complete assigned task efficiently and with little supervision.
  • 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 careers@wsfsbank.com.

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.

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