What are the responsibilities and job description for the Client Service Associate position at WSFS Bank?
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 Client Service Associate is 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, Financial Advisors, Wealth Associates) 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.
- Prepare account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money, paper and electronic filing.
- Coordinate with Wealth Director, Financial Advisors and Wealth Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork.
- Provide client servicing support to Wealth Director and Financial Advisors.
- Complete cash movement requests, quarterly fee reviews, fee refunds, preparation of reports and presentations.
- Coordinate client meetings for Wealth Director and Financial Advisors and assist in meeting preparation.
- Responsible for systemically tailoring client presentation materials to the needs of the client and Wealth Director or Financial 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.
- Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems.
- General office management duties such as ordering supplies, administrative duties, including the scanning and filing of client materials.
Minimum Qualifications:
- High school diploma required, however, a 4-year college degree in business administration, finance or a business-related major is highly preferred.
- At least 2 years of experience in administrative client service required.
- Must have strong Microsoft Office 365 skills including Excel, Word and Powerpoint and basic numeracy are required.
- 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.
- Must have excellent oral and written communications skills.
- Must have superior customer service skills.
- Must have excellent interpersonal and organization skills.
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 careers@wsfsbank.com.
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.
