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Client Services Associate

1 month ago

Berwyn, United States WSFS Bank Full time

Job Description WSFS Bank is seeking a Client Service Associate
The Client Service Associate is 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 incumbents will support a large team of client-facing individuals (Wealth Advisor, Investment Advisor, Financial Planners, Managers) to provide exceptional Client service and administrative support
The incumbent is responsible for internal and external communications, including answering the main Wealth Management Division (WMD) phone line on a rotating basis, selecting client meetings, and interfacing with Trust Operations Service Partner
The incumbent must know, understand, and apply fiduciary and investment principles, including securities processing and clearing
The incumbent will manage trust and accounting systems and maintain knowledge of trust administration, fiduciary, investment systems (First Rate and Investors View), and technology to support recordkeeping and payment history (FIS Addvantage)
Associates will work on-site 5 days/week for the first 6 - 12 months of employment
Additional responsibilities include: Manage multiple time sensitive tasks simultaneously for both internal and external clients
Those tasks include preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money both internally and externally, paper, and electronic filing, paying bills in a timely and efficient manner on behalf of trust and agency clients and/or family offices, gifting
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
Be able to prepare high volumes of account opening paperwork in an efficient manner
Understand how fees are charged and exhibit an ability to manually calculate fees
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.)
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 Devon 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
Be willing and able to 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, Investors 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 Qualifications: Bachelors 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 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
Ability to complete assigned task efficiently and with little supervision
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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.