Job description Sage Financial Group is seeking an experienced, detail-oriented Client Account Specialist to join our team in West Conshohocken. In this role, you will serve as a key liaison with our custodians, primarily Charles Schwab and Fidelity, supporting account openings, money movement, and account maintenance for our high-net-worth clients, while helping refine the processes behind that work and partnering closely with our wealth management teams to provide exceptional client service. Who We Are Sage Financial Group is a privately held wealth management firm serving high-net-worth individuals. For more than 35 years, we have helped our clients make thoughtful financial decisions and achieve their goals with greater confidence and peace of mind. Today, we manage over $4.5 billion in assets. Both our client and team member retention exceed 98%. We believe those numbers reflect the strength of the relationships, culture, and stability we have built.

• Key Responsibilities Account Administration & Client Support Open financial accounts with asset custodians Process money movement requests Update and maintain client account information Prepare paperwork for trusts, 529, custodial, and other account types Prepare and track digital approvals for clients Data Management, Operational Excellence, & Team Support Help maintain the accuracy, consistency, and integrity of the firm's data Produce daily and quarterly reports for Sage's wealth management teams Share specialized knowledge of our custodians' processes and technologies Serve as a subject matter expert for the firm's custodial tools Identify opportunities to improve internal workflows and account administration processes Support Sage's private equity team with custodian transactions and account paperwork Support the compliance team during audits Participate in firm-wide initiatives designed to enhance internal processes and the overall client experience Assist with general operations and administrative tasks as needed What We Are Looking For Bachelor's degree and 3+ years of professional experience Exceptional attention to detail, accuracy, and follow-through Strong organizational and time-management skills Strong aptitude for learning and effectively using technology High ethical standards, intellectual curiosity, and a growth mindset Robust interpersonal, communication, and listening skills Ability to manage multiple priorities in a fast-paced environment Experience in wealth management, financial services, or a related professional services environment is preferred. Familiarity with Charles Schwab, Fidelity, Tamarac, or CRM systems is a plus. Why Join Sage? Sage is built around a team-based model. Our Client Account Specialists work alongside professionals across wealth management, investment management, trusts and estates, tax planning, operations, compliance, technology, and client service. We offer ongoing professional development, mentorship, and the opportunity to grow within an established and growing organization.

Pay:

$65,000.00 - $120,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Parental leave Vision insurance Work from home

Experience:

related: 3 years (Required)

Work Location:

Hybrid remote in Conshohocken, PA 19428