Client Service Associate

Client Service Associate - Wealth Management Firm
Bridgeville, PA Full-Time On-Site

Are you detail-oriented, organized, and passionate about delivering top-notch client service? A premier wealth management firm in Bridgeville, PA is seeking a Client Service Associate to join our team.

What You'll Do:
Client Support & Administration: Handle all client paperwork, account transfers, new account setup, and other essential administrative tasks.
Client Interaction: Serve as the first point of contact for client needs outside of financial planning, advising, and meetings.
Life Insurance Opportunity: Proactively identify opportunities to offer life insurance solutions to existing clients-no cold sales required.
Reception & Office Support: Serve as a back-up receptionist and help maintain smooth daily operations.

What They're Looking For:
Experience in financial services, wealth management, or a related field is a plus.
Strong organizational skills and attention to detail.
Excellent communication and customer service abilities.
Ability to handle confidential information with professionalism.
Tech-savvy with proficiency in financial systems and client management software (or willingness to learn).

Why Join the Team?
Work with a team of experienced professionals in a supportive, client-focused environment.
Gain hands-on experience in wealth management operations.

Ready to take the next step in your career? Apply today and become a key part of our client-focused wealth management team.