Quadrant Private Wealth · 6 hours ago
Client Service Associate/Manager
Center Valley, PA
Full-time
Onsite
Entry, Mid Level
$55K/yr - $80K/yr
2+ years expQuadrant Capital is a premier independent Registered Investment Advisor catering to high-net-worth investors and families. The Client Service Associate/Manager role focuses on providing support to wealth advisors and delivering exceptional client service through various administrative operations.
FinanceFinancial ServicesWealth Management
Hiring Manager
Kristen Quirk
Responsibilities
Providing detailed support to private wealth advisor(s) – organizing/preparing financial documents, assistance with client proposals, portfolio performance reporting, client meeting preparation
Delivering superior client service – serve as a liaison between wealth advisor and client, process client requests and resolve inquiries
Proactively anticipate wealth advisors’ needs; anticipate any client problems and summarize for advisors
Learn and maintain accurate records in CRM and financial planning software; track pending business in CRM software
Contact and coordinate with firm custodians (e.g. Schwab, Fidelity) and third-party investment managers on account openings, transfers, funding and ongoing service issues
Onboard and maintain client accounts including collecting client information and required documentation, account transfers and client investments
Maintain appropriate timelines for paperwork processing and project management
Qualification
Required
High school diploma/GED equivalent required
Team player and the ability to collaborate with others
Exceptional writing, interpersonal, and client service skills
Ability to work in a fast-paced, evolving environment
Detail-oriented with outstanding organizational skills and the ability to prioritize tasks
Strong computer/technology skills including CRM software and Microsoft Office Suite
Ability to forecast and respond to the needs of the firm's leadership team and wealth advisors
Goal-oriented, self-motivated and results driven
Approach every situation with professionalism, discretion and confidentiality
Preferred
Associate or bachelor's degree preferred
Preference of 2-5 years parallel experience in financial industry or similar sector
Benefits
Health insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off package in addition to market holidays
Investment management/financial planning for employees
Company
Quadrant Private Wealth
Quadrant Private Wealth is an independent, boutique wealth management firm
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Frank Lawler
Chief Operating Officer
Brian Cort
Founding Partner, Private Wealth Advisor
Recent News
Winnipeg Free Press
2025-05-16
Company data provided by crunchbase