Senior Client Services Associate

About the role

We empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more.

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 to provide exceptional client service and administrative support.

Responsibilities

• Manage multiple time sensitive tasks simultaneously for both internal and external clients, including preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money, paper and electronic filing.
• Assist the account opening process for all account types and prepare account opening paperwork in an efficient manner with Fidelity, Schwab, or a like custodian.
• Provide client servicing support to Wealth Director, and Investment Advisors, including cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
• Coordinate client meetings for Wealth Director and Investment Advisors and assist in meeting preparation, including tailoring client presentation materials to the needs of the client and Wealth Director or Investment Advisor.
• Serve as first point of contact for high-net-worth clients, build and maintain those relationships by providing exceptional client service support, and answer the main phone line on a rotating and recurring basis.
• Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems, and administer complex and precise processes in support of client needs.
• Contribute to Division initiatives, such as systems conversions and projects, and perform general office management duties, including ordering supplies and administrative tasks.

Requirements

• High school diploma required, with a 4-year college degree in business administration, finance or a business-related major highly preferred.
• General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing, portfolio and client management systems.
• 5-7 years of experience in administrative client service required, with strong Microsoft Office 365 skills, including Excel, Word and PowerPoint, and basic numeracy.
• Experience with custodian platforms and/or investment system is preferred, and the ability 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, and have no disclosures on Form U-4, if licensed.

Qualifications

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.

Pay

Salary Range: $53,744.00 - $88,290.50, with individual base pay varying on additional factors, such as experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

Benefits

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.