Senior Client Service Associate (Wealth Management) (OOJ - 47659) NPAworldwide Recruitment Network update Last updated: Aug/10/2026

Job Description Senior Client Service Associate

Wayne, PA — Hybrid (3 days in office)

Wealth Management

$75,000 - $115,000 DOE plus bonus About the Role

Our client is a growing wealth management firm based in Wayne, PA seeking a skilled Senior Client Service Associate to support advisors serving high-net-worth individuals and businesses. The role is responsible for delivering high-level administrative, operational, and client relationship support across onboarding, account administration, and financial planning activities. This position reports directly to advisors and leadership within a collaborative, fast-paced environment. The firm offers strong exposure to wealth management operations and values a proactive, client-first professional. Key Responsibilities

Support financial advisors with administrative, operational, and client service responsibilities

Manage new client onboarding, ensuring all paperwork is complete and accurate

Process ACATs, account opening documentation, and account maintenance requests

Handle client communications via phone, email, written correspondence, and direct interaction

Execute money movement requests, operational processing, and advisor-directed trades

Monitor and process required minimum distributions (RMDs)

Prepare for and attend client review meetings; implement resulting action items

Maintain Salesforce databases and reporting; assist with eMoney data entry and financial planning support

Research client and security information through back-office systems

Support 401(k)-related service responsibilities and ensure compliance with firm and industry documentation standards

Qualifications:

Qualifications

Minimum 3 years of experience supporting financial advisors within wealth management (RIA or broker-dealer serving HNW clients)

Series 7 and 63 licenses preferred; Series 24 is a plus

Exposure to financial planning and para-planning support

Experience with Salesforce or similar CRM; proficiency in Microsoft 365

Experience with Morningstar Advisor Workstation and/or Kestra is a plus

Strong organizational skills, attention to detail, and ability to manage multiple priorities

Professional demeanor with strong verbal and written communication skills; Bachelor's degree preferred Why is This a

Great Opportunity :

What Our Amazing Client Offers

• Base salary of $75,000 to $115,000 DOE, plus performance-based bonus opportunity
• Comprehensive benefits package including medical, dental, vision, life, and disability insurance
• 401(k) retirement plan with up to 4% match
• Strong commitment to work-life balance with a hybrid schedule (3 days in office)
• Opportunity to work closely with experienced advisors and firm leadership while gaining valuable industry knowledge and mentorship
• Collaborative, team-oriented culture with a supportive, engaged, and welcoming team.
• Excellent long-term growth and career advancement opportunities
• Newly renovated office in a convenient, easy-to-commute location Visa sponsorship provided:
  No
  

Location:

WAYNE, Pennsylvania, USA

Remote Status:

No Remote

Pay Type:

Annual Salary

Occupational Categories:

Accounting/ Financial Services/ Investing

Industry(ies):

Banking / Lending/ Financial Services