Senior Client Services Associate

About the role

At WSFS Bank, 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. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

Responsibilities

• Provide high-level service delivery to wealth clients, advisors and vendors.
• Support a team of client-facing individuals (Wealth Director, Investment Advisors, Financial Planners) to provide exceptional client service and administrative support.
• 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
• Coordinate with Wealth Director, Financial Advisors, and Financial Associates 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 and prepare account opening paperwork efficiently with Fidelity, Schwab, or similar custodians.
• 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 by tailoring client presentation materials to client and advisor needs.
• Serve as first point of contact for high-net-worth clients and 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 Salesforce (CRM), custodial platforms and portfolio management systems.
• Administer complex and precise processes in support of client needs and contribute process improvement ideas.
• Contribute to Division initiatives such as systems conversions and projects.
• Perform general office management duties such as ordering supplies, administrative duties, and scanning and filing of client materials.

Requirements

• High school diploma required; 4-year college 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.
• 5–7 years of experience in administrative client service required.
• Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy required.
• Experience with custodian platforms and/or investment systems is preferred.
• Ability to juggle priorities, be organized and have an adjustable social style.
• 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 be presently authorized to work for any employer in the United States and will not require work visa sponsorship from WSFS Bank now or in the future.

Pay

Salary Range: $53,744.00 – $88,290.50. 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 and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits

• Medical, dental, and vision coverage
• 401(k) 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