Client Service Associate - Wealth Management

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our workforce in Harleysville, Pennsylvania.

The Client Service Associate (“CSA”) is responsible for directly supporting the firm’s Wealth Advisors and Clients by delivering high-touch service and ensuring that transaction and money movement requests are processed quickly and accurately. The CSA will work with Operations team members to meet our Clients' needs and will actively participate in future projects as the firm continues to grow.

Key Responsibilities:

• Manage client onboarding and account opening processes.

• Process and track client paperwork, including withdrawals, transfers, and contributions.

• Maintain accurate and current client information in our CRM system.

• Prepare and distribute client reports and documents.

• Assist with completing compliance and regulatory paperwork.

• Collaborate with internal teams to ensure smooth client service delivery.

• Handle client service requests and resolve issues or concerns promptly.

• Maintain files and records following company policies and procedures.

• Assist with other administrative and operational tasks as needed.

• Bachelor's degree in Business or Finance, preferred

• Minimum of 3-5 years of High Net Worth (HNW) client servicing

• Excellent communication and interpersonal abilities

• Proficient in Microsoft Office and Adobe Acrobat

• Ability to prioritize tasks and manage time effectively

• Professional and friendly demeanor with a client-focused mindset

• Ability to work effectively both independently and as a team

• Industry and compliance knowledge

• Attention to detail and maintaining a high quality of work

• A willingness to obtain FPQP designation as needed

• Experience with the CRM system, Salesforce, preferred

• Experience with Fidelity’s Wealthscape custodial platform, preferred

• Experience with the wealth tech platform, Orion, preferred

Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer.

Compensation: $65,000 - $80,000 base, plus performance bonus. This salary is a reasonable faith estimate of the compensation for this position based on the ideal candidate's qualifications, the firm’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated salary.

Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a performance-based bonus and a comprehensive benefits package, which includes the following:

This position is also eligible for a performance-based bonus and a comprehensive benefits package, which includes the following:

• Medical / Dental / Vision Insurance

• Healthcare or Dependent Care FSA

• 401(k) / Employee Pension Plan

• Basic Life/AD&D Insurance / Voluntary Life Insurance

• Short and Long-term Disability Insurance

• Paid Time Off

• Holidays (11) and Floating Holidays

• Volunteer Paid Time Off

• Spring Health EAP

• Commuter Benefit

• Global Fit / Walk My Mind / Back Up Care Advantage

• Professional License and Professional Development (CE)

• Business Casual Dress Code

• Caring team of colleagues

When applying, include a cover letter when uploading your resume.

Preference will be given to candidates residing in the Harleysville region.

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid if Wescott of affiliates hires the candidate.