Frescoln Wealth Strategies seeks a Client Service Associate that is friendly, organized, and professional Client Associate to serve as the primary point of contact for clients and help create exceptional client experience. At Frescoln Wealth Strategies, we help individuals, families, and business owners make confident financial decisions through personalized wealth planning. Our culture is focused on education, service, and building lasting client relationships in our Newtown Square PA location. This role is ideal for someone who enjoys building relationships, communicating with clients, staying organized, and helping keep a growing wealth planning practice running smoothly. This position emphasizes effective communication, organization, and client service. The position will focus primarily on client communication and administrative/operational support with opportunities to grow into additional responsibilities over time. Position Details

• Full-time position
• Salary $50,000-$70,000 annually, based on experience.
• Hybrid work environment with a combination of work-from-home and in-office responsibilities after training.
• Benefits available - Health, Vision, Dental, as well as PTO, Paid Holidays, and bonus. Responsibilities
• Answer phones and respond to client inquiries professionally and promptly
• Communicate with clients regarding scheduling, meetings, and follow-up items
• Manage Advisor calendars and coordinate appointments
• Help organize client events and marketing activities
• Prepare meeting materials and assist with client communications
• Maintain accurate records and assist with administrative tasks
• Support day-to-day office organization and workflow
• Provide an exceptional client experience through proactive communication and attention to detail Qualifications
• Excellent communication and interpersonal skills
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and priorities
• Professional, positive, and client-focused attitude
• Comfortable use of email, phone systems, Zoom, and basic technology tools
• Ability to work independently and as part of a team Preferred Experience
• Bachelor's Degree or 2 years' experience.
• Experience in customer service, administrative support, or financial services is preferred, but not required
• Experience coordinating events or marketing activities is a plus Growth Opportunity This role has the potential to expand into operations and additional practice management responsibilities as the practice continues to grow.

This position provides a unique opportunity to build a career in the financial services industry, with support and potential sponsorship for obtaining Series 7, Series 63, Series 65, and insurance licenses as responsibilities and professional development expand. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Frescoln Wealth Strategies is a separate entity from WFAFN.

Pay:

$50,000.00 - $70,000.00 per year

Benefits:

401(k) matching Health insurance Paid time off

Work Location:

Hybrid remote in Newtown Square, PA 19073