Client Service Associate

Full-Time

Who We Want

Levy Wealth Management strives to help families build their legacies by protecting and building wealth. Our forward-thinking team serves our high net-worth clients in preserving their financial security while working toward an efficient transition of wealth to future generations using sophisticated planning and investment strategies.

Primary function:  The Client Service Associate is responsible for providing white glove support of our clients and advisors. This requires the associate to understand the life cycle of account opening, asset transfers and cash movements. Opportunity exists for this candidate to grow into an associate advisor role, should the candidate desire.

What to Expect

Responsibilities:

  • Open accounts with coordination from advisors and clients on custodial platform
  • Assist clients in filling out required forms to process various requests, including but not limited to account transfers and cash movements.
  • Collaborate with custodian to ensure requests are processed in an accurate and timely manner
  • Account maintenance
  • Ensure documentation is logged in CRM
  • Support advisors with various requests
  • Follow up on oustanding requests
  • Develop internal systems expertise to achieve maximum benefit for advisor and/or client use
  • Perform other duties as assigned for the efficient operation of the company
  • Communicate professionally and succinctly with clients, management, peers, and representatives of other organizations.

What You Need

Education/Experience:

Bachelor’s degree with minimum 2-3 years’ experience in financial services industry in a support role. Experience in account opening, asset transfer and cash processing. Experience with CRM software is a plus (i.e., SalesForce, Redtail, Siebel). FINRA series 7, 63, 65 or 66 license required within 2 years.

 

Desirable Attributes:

The successful candidate will possess a broad range of skills including:

  • Self-motivated with a strong sense of urgency
  • Organized with attention to detail
  • Intellectual curiosity
  • Critical thinking for problem resolution
  • Ability to communicate (both oral and written) at an elevated level
  • Ability to complete assigned tasks
  • Ability to engage with clients
  • Ability to work independently and as part of a cohesive team
  • Willingness to obtain CFP certification, if career pathing toward a future advisor role

Ability to commute/relocate:

We are currently operating a hybrid remote / office model.

Philadelphia, PA 19103: Reliably commute or planning to relocate before starting work (Preferred)

Submit your resume to: Info@LevyWealth.com

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Levy Wealth Management Group

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