Client Service Associate

Client Service Associate Doylestown, PA 2 DAYS AGO 22463510 Summary Doylestown, PA Competitive Salary 1 Years Experience High school graduate or equivalency certificate (GED) No Commission 40.00 hours per week / Day Shift /Full-Time Description Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with Trust Operations Service Partners.

Job Responsibilities:

Manage multiple time sensitive tasks simultaneously for both internal and external clients. Those tasks include preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money both internally and externally, paper and electronic filing, paying bills in a timely and efficient manner on behalf of trust and agency clients and/or family offices, gifting. Coordinate with Investment Advisors, Wealth Advisors and Investment Associates on preparation and mailing of client correspondence, including Investment Policy Statements, Off-List Holdings Letters and concentrated stock position letters. Master the account opening process for all account types. Prepare high volumes of account opening paperwork in an efficient manner. Understand how fees are charged and exhibit an ability to manually calculate fees. Know BMT's approved, standard WMD fee schedules and follow all exception processing for fee discounts. Track account funding to completion, check all asset information for accuracy (cost basis, acquisition date, tax lots, etc.). Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Berwyn location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client re To view the full job description please use the link below.

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