Client Service Associate Wealth Management

OneSource Technical, Inc

Full-time Information and Record Clerks
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Location
Beaver, Pennsylvania, United States
Posted
June 17, 2026

Job Description

Client Service Associate – Financial Planning

Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity is handled with care, accuracy, and professionalism. This position plays a key role in supporting advisors and maintaining the high standards clients expect.


Key Responsibilities

  • Serve as back up to the Director of First Impressions as needed (to include answering and screening all incoming calls, and front desk coverage)

  • Provide administrative support for client account onboarding, including preparation and submission of custodial paperwork.

  • Process routine account maintenance — beneficiary changes, address updates, money movement requests, and more — ensuring accuracy and timeliness.

  • Maintain organized and complete client records acros...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      June 17, 2026
    • Application Deadline
      July 27, 2026