Senior Client Services Associate

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 Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing individuals (Wealth Director, Investment Advisors, Financial Planners) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, preparation and participation in select client meetings, and interface with the Wealth Service Team.

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, paper and electronic filing.
• Coordinating with Wealth Director, Wealth & Trust Advisors and Investment Advisors, on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork.
• Assist the account opening process for all account types. Be able to prepare account opening paperwork in an efficient manner with Fidelity, Schwab, or a like custodian.
• Provide client service support to Wealth Director, and Wealth and Trust Advisors, Investments Advisors This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
• Coordinate client meetings for Wealth Directors and Wealth and Trust Advisors and assist in meeting preparation. Be willing and able to systemically tailor client presentation materials to the needs of the client and Wealth Director or Wealth and Trust Advisor.
• Serve as first point of contact for high-net -worth clients, as well as build and maintain those relationships by providing exceptional client service support. Answer the main phone line on a rotating and recurring basis. Provide backup to sort/scan and distribute mail, as needed.
• Proactively anticipate the needs of the team and help them stay ahead of compliance requirements, internal requests and preparing for meetings.
• Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems.
• Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.).
• General office management duties such as ordering supplies, administrative duties, including the scanning and filing of client materials.

Minimum Qualifications:

• Must have high school diploma required, however, a bachelor’s degree in business administration, finance or a business-related major is highly preferred.
• General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems;
• Preferred experience with Trust Accounting systems (SEI experience a plus)
• Must have minimum 5 years of experience in administrative client service required
• Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
• Experience with custodian platforms and/or investment system is preferred.
• Must be able to juggle priorities, be organized and have an adjustable social style.
• Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
• Must have no disclosures on Form U-4, if licensed.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.