Client Service Associate | Canonsburg, Pennsylvania

Reference Number: MHH7389
Location: Canonsburg, Pennsylvania

Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Client Service Associate This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. This individual will support the firm’s Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings and a general understanding of investments and portfolio management. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues
  • Manage the client onboarding process for UHNW clients
  • Assist in writing financial plan observations and recommendations
  • Conduct research to support portfolio management process and client requests, including investment and economic research
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree; designations a plus
  • 3+ years’ experience with a financial services or RIA firm working with UHNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Knowledge of the financial planning process, related services and client servicing needs
  • Knowledge of investments and portfolio management fundamentals
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Competitive compensation and benefits package

Location:
Canonsburg, Pennsylvania

Reference Number: MHH7389

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