Client Service Associate

7 days ago

Berwyn, 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 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. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with Trust Operations Service Partners.

Job Responsibilities:
  • 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.
  • Coordinate 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.
  • Prepare high volumes of account opening paperwork in an efficient manner.
  • Understand how fees are charged and exhibit an ability to manually calculate fees.
  • 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.).
  • 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.
  • 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.
  • 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.).
Minimum Qualifications:
  • 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 a minimum of 3 years of experience in administrative client service.
  • Must have general knowledge of investment markets and trust administration.
  • Must be proficient 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.
  • Knowledge, understanding and application of fiduciary and investment principles is preferred.
  • Knowledge of securities processing and clearing; knowledge of trust & accounting systems is preferred.
  • Knowledge of trust administration and fiduciary responsibilities is preferred.
  • Knowledge of investment systems (First Rate and Investor's View) and technology to support recordkeeping and payment history (FIS Addvantage) is preferred.


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.

  • Client Service Associate

    20 hours ago

    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

  • Client Service Associate

    2 weeks ago

    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

  • Client Service Associate

    2 weeks ago

    Berwyn, Pennsylvania, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...

  • Client Services Associate

    2 weeks ago

    Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job DescriptionBryn 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 Services Associate

    3 weeks ago

    Berwyn, United States WSFS Bank Full time

    Job DescriptionBryn 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 Services Associate

    3 weeks ago

    Berwyn, 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

    18 hours ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor 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...

  • Client Service Associate

    4 weeks ago

    Berwyn, United States WSFS Bank Full time

    Job DescriptionBryn 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

    2 days ago

    Berwyn, Pennsylvania, United States Yodlee Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our Tamarac Reporting team. As a Client Service Associate, you will be responsible for providing exceptional technical support to our clients, ensuring they receive the highest level of service and satisfaction.Key ResponsibilitiesProvide technical support to clients...

  • Client Service Associate

    4 weeks ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...

  • Client Service Associate

    4 days ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Client Service Associate

    3 days ago

    Berwyn, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial...

  • Client Service Associate

    3 weeks ago

    Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job SummaryBryn 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.Job...

  • Client Service Associate

    4 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 is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...

  • Client Service Associate

    3 days 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 is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Client Service Associate

    4 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    {"Job Title": "Client Service Associate - Tamarac Reporting", "Job Summary": "We are seeking a skilled Client Service Associate to provide technical support for our Tamarac Reporting product. This role is crucial in ensuring exceptional customer satisfaction through expert technical support and training on our products. The ideal candidate will develop...

  • Client Service Representative

    2 weeks ago

    Berwyn, Pennsylvania, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...

  • Client Service Representative

    2 weeks ago

    Berwyn, Illinois, United States Sequoia Financial Group Full time

    Client Service AssociateSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.Key Responsibilities:Support a...

  • Client Service Manager

    2 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleWe are seeking a highly skilled Client Service Manager to join our Service team at Envestnet. This position will be based in either our Berwyn, PA or Raleigh, NC office.Job SummaryThe Client Service Manager will establish and maintain strong relationships with institutional clients, providing exceptional support for the resolution of problems...

  • Client Service Manager

    2 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Manager 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 with innovative...