WSFS Bank

WSFS Bank

Financial Associate

Princeton, NJ

Work authorization required$54k-$88kDetected 2 days ago
SalesforceCRMAccountingExcelPerformance ManagementCustomer SupportCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA

About the role

  • 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 (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
  • If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

Responsibilities

  • Build and maintain strong client relationships and deliver exceptional service, ensuring timely issue resolution and effective communication.
  • Support Wealth Directors, Investment Advisors, Wealth and Trust Advisors with client servicing needs such as reports, presentations, fee adjustments, terminations, and correspondence.
  • Coordinate and support client meetings, including scheduling, preparing customized presentation materials, assembling performance reports, and occasionally participating in meetings.
  • Maintain accurate and up-to-date client data across CRM (Salesforce), custodial, and portfolio management systems.
  • Execute and support trading and portfolio management activities, including monitoring asset allocation, liquidity needs, overdrafts, and assisting with rebalancing and model adoption processes.
  • Manage multiple time-sensitive tasks simultaneously, including administrative support, client correspondence, and account maintenance activities.
  • Coordinate with internal teams and external advisors to support fiduciary responsibilities and ensure client needs are fully understood and met.
  • Contribute to investment and operational projects, system improvements, and reporting initiatives; provide system support and act as a resource for team members.
  • Support trust administration activities in accordance with fiduciary standards and firm policies.
  • The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience.

Requirements

  • Strong proficiency in Microsoft Office 365 (Excel, Word, PowerPoint, etc.).
  • Strong problem-solving skills, with the ability to address complex client, operational, and procedural issues.
  • Must have a clean regulatory record (no disclosures on Form U-4, if licensed).

Nice to have

  • Bachelor's degree in trust management, business administration, finance or a business-related major is highly preferred.
  • 3 years of experience in one of the following preferred: a trust department of a bank, a financial services company, or a law firm dealing with trusts & estates.
  • CFA track, CFP track, CTFA track, or investment coursework preferred.
  • Working knowledge of securities processing, clearing, and investment/performance management platforms preferred.
  • Experience with trust accounting or investment systems preferred
  • familiarity with SWP platform is a plus.

Compensation

  • $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 (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits

  • Provide front office support, including client reception and phone coverage and general office and administrative functions, including managing documents and ordering supplies.
  • WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage
  • life, accident, and disability insurance
  • flexible spending accounts (FSAs) and health savings accounts (HSAs)
  • and wellness programs.
  • Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.
  • For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
  • Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status.

Equal opportunity

  • WSFS is an equal opportunity employer.

Visa & Work Authorization

  • WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to
Apply directly at WSFS Bank →Create a free account for alerts like thisView WSFS Bank immigration profile

This listing is sourced directly from WSFS Bank's careers page and normalized into a canonical job model.