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Client Service Associate Wealth Management

OneSource Technical, Inc
📍 Beaver, Pennsylvania, United States 💼 Full-time 🕒 Posted June 07, 2026
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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...

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    Job Details

    • Location Beaver, Pennsylvania
    • Job Type Full-time
    • Category Information and Record Clerks
    • Posted Date June 07, 2026
    • Application Deadline July 17, 2026