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TalentLink Solutions · 3 hours ago

Wealth Management - Client Service Associate

Bala-Cynwyd, PA

Full-time

Hybrid

Entry Level

$60K/yr - $75K/yr

1+ years exp

TalentLink Solutions is an independent financial advisory firm in Bala Cynwyd, PA, dedicated to providing exceptional client service. They are seeking a Client Service Associate to support lead advisors and manage client relationships through administrative tasks, meeting preparation, and compliance documentation.

ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency

Responsibilities

Calendar Management: Expertly manage the Advisor’s calendar, including scheduling client meetings, internal appointments, and professional commitments. Coordinate travel logistics (flights, hotels, ground transportation) as needed

Communication Management: Act as the primary gatekeeper, screening and prioritizing incoming emails, calls, and mail. Draft and proofread correspondence, reports, and presentations for internal and external audiences

Practice Management: Maintain an organized practice. Assisting with internal practice tracking, management, and administration

Technology & Systems: Proficiently utilize internal software (e.g., CRM, Practice Dashboard) to manage client data and workflows. Serve as the point of contact between the practice and back office

Meeting Preparation: Prepare all necessary materials for client meetings, including performance reports, agendas, application forms, and presentation packets

Follow-up: Initiate and track post-meeting follow-up tasks, ensuring all necessary documentation is completed, submitted, and properly recorded

Client Interaction: Professionally work with clients and prospects, handle routine client inquiries including general questions, applications, withdrawal requests, beneficiary changes, etc., following all to completion, and directing any complex issues to the appropriate team member

Event Coordination: Assist in the planning and execution of client appreciation events, seminars, and other practice-building activities

Client Onboarding: Handling of all new account paperwork and client onboarding process

Documentation Management: Ensure all client and business documentation adheres strictly to industry and firm compliance standards and regulations

Record Keeping: Maintain meticulous, up-to-date records of all client communication and transactions

Qualification

Financial services experienceMicrosoft Office proficiencyIndustry-specific software knowledgeCurrent FINRA licensesTime management skillsProactive mindsetInterpersonal skillsDetail-oriented

Required

Bachelor's degree highly preferred, or equivalent work experience

1-3 years of progressive experience in financial services (brokerage or advisory firm) highly preferred; candidates with experience in similar environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply

Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly

A commitment to excellence; detail-oriented, client-focused, and highly organized

Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues

Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions

Demonstrates high integrity, a genuine desire to help others, and a proactive, solutions-oriented mindset

Consistently exercises discretion with confidential information and thrives in a collaborative, fast-paced environment