The Well · 9 hours ago
Senior Client Service Specialist
Berwyn, PA
Full-time
Onsite
Senior Level
7+ years expThe Well is a growing wealth management firm in the Philadelphia suburbs supporting high-net-worth individuals and business owners. They are seeking a Senior Client Service Specialist to own the full client service lifecycle, act as the primary liaison between advisors and custodians, and ensure exceptional client experiences.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Own the full client service lifecycle — onboarding, account maintenance, money movement, and documentation
Act as the primary liaison between advisors, custodians, and centralized operations
Be the final line of defense before anything goes to the client
Work in a highly collaborative, in-office environment with direct access to leadership
Step into a senior seat with real accountability and long-term stability
Qualification
Required
7+ years of client service experience in RIA / wealth management
Deep hands-on experience with account opening, transfers, wires, and custodial platforms
Proven ability to support HNW clients with complex account structures
Detail-oriented, proactive, and confident prioritizing in a fast-paced environment
Someone committed to client service as a career path (not an advisor-track role)
Prior industry experience is required — this is not an entry-level role
Benefits
Medical, Dental, Vision
401(k)
HSA
Paid parental leave
Tuition reimbursement
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
H1B Sponsorship
The Well has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase