Client Service Associate

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients. The Client Service Associate supports the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners, handling client communications, meeting preparation, operational processes, marketing initiatives, and administrative support.

Responsibilities

• Support the teams with administrative duties and high‑level client service.
• Perform client service tasks such as paperwork execution and marketing coordination.
• Execute custodial forms for fund changes and ensure completion.
• Facilitate marketing efforts to help generate new client opportunities.
• Act as liaison between teams and other departments to foster communication and teamwork.
• Serve as a point of contact for prospects and clients, providing exceptional service and building long‑term relationships.
• Deliver client‑facing services, including RFPs, plan reviews and presentations in partnership with internal teams.
• Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
• Oversee the main phone line and RPS main line (email box) on a recurring basis and provide mail support as needed.
• Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
• Maintain accurate and up‑to‑date client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
• Become proficient in custodial platforms.
• Administer processes in support of client needs and contribute to ongoing process improvements.
• Assist in division‑wide initiatives such as special projects.
• Proactively support compliance adherence and internal team preparation needs.
• Stay current with industry trends and financial planning topics to support team and client success.

Qualifications

• Bachelor’s degree required; concentration in finance or a related business discipline strongly preferred.
• 1–4 years of professional experience, preferably supporting company retirement plan services.
• Ability to obtain the Accredited Investment Fiduciary (AIF®) designation as soon as eligible.
• If currently licensed, a clean Form U‑4 with no disclosures.
• Proficiency in Microsoft Office 365, including Excel, Word, and PowerPoint, with strong foundational numeracy skills.
• Demonstrated ability to manage multiple priorities effectively, with strong organizational skills and adaptable interpersonal communication.
• Self‑motivated with a proactive approach to completing tasks efficiently and independently while maintaining a high standard of quality.
• Authorized to work in the United States without requiring future work‑visa sponsorship.

Pay

Salary range: $53,744.00 – $88,290.50. Individual base pay may vary based on experience, job‑related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, eligible associates may receive discretionary and formula‑based incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).
• Wellness programs.
• Paid parental leave.
• Military leave.
• Vacation and other paid time off.
• Sick leave in accordance with applicable state laws.
• Paid holidays.