Client Service Associate

21 hours ago


Hermitage, Pennsylvania, United States Group Management Services Full time
Client Service Associate

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Wealth Advisory Group of DiLauro Wracher & Thomas. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities:
  • Provide administrative support to financial advisors, including answering phones, responding to emails, and preparing reports.
  • Assist with client onboarding, including gathering and analyzing data, and preparing and processing documents.
  • Ensure accurate and timely completion of client paperwork, adhering to firm and industry requirements.
  • Operate standard office equipment and use required software applications to perform tasks efficiently.
  • Communicate with outside business professionals on behalf of clients, with compliance-approved documentation.
  • Establish, maintain, and update files, databases, records, and other documents.
Requirements:
  • 3-5 years of administrative experience, preferably in a financial services industry.
  • Series 7 License preferred.
  • High School Diploma or GED (or equivalent).
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Proficient in personal computer skills, including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
What We Offer:
  • Competitive salary, starting at $45,000, based on experience, plus bonuses.
  • Health Insurance.
  • Dental Insurance.
  • Paid Time Off.
  • Paid holidays.
  • 401K.


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