Admin - Client Service - Wealth Mgmt. Co.

Company: Robert Half
Location: Philadelphia
Posted on: January 14, 2026

Job Description:

Job Description Job Description We are looking for a dedicated and detail-oriented individual to join our client, a wealth management team as a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional client experiences. The position offers a dynamic environment where you can grow your skills and contribute to the success of a sophisticated clientele, including individuals, families, and business leaders. Responsibilities: • Prepare and process account documentation to support client service operations. • Compile onboarding packets and create reports for client meetings. • Provide administrative assistance for financial planning and investment advisory services. • Coordinate with financial institutions to manage account setups, transfers, and maintenance. • Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence. • Assist advisors by preparing review materials, generating reports, and managing mail logistics. • Schedule and organize office meetings and facilitate client communications. • Work onsite at least two days per week to support operational needs. • Minimum of two years of administrative experience working with detailed information. • Previous experience in financial services, brokerage, or advisor teams is a BIG plus! • Strong organizational skills and ability to manage multiple priorities effectively. • Excellent verbal and written communication skills. • Proficiency in Microsoft Office applications, particularly Excel. • High school diploma required. • Motivated team player with a commitment to continuous growth.

Keywords: Robert Half, Levittown , Admin - Client Service - Wealth Mgmt. Co., Administration, Clerical , Philadelphia, Pennsylvania