WSFS Bank
Senior Client Services Associate
Berwyn, PA · Senior
Work authorization required$54k-$88kDetected 1 day ago
SalesforceCRMExcelProcess ImprovementCommunicationMicrosoft Office
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odds of building a lasting career here
25Risky
Cap-exempt (no lottery)0
Sponsors this role35
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more.
- The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors.
- This position entails internal and external (client) communications, preparation and participation in select client meetings, and interface with the Wealth Service Team.
Responsibilities
- Manage multiple time sensitive tasks simultaneously for both internal and external clients.
- Provide client servicing support to Wealth Director, and Investment Advisors. This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
- Serve as first point of contact for high-net -worth clients, as well as build and maintain those relationships by providing exceptional client service support.
- Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems.
- Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.).
- The incumbent will support a team of client facing individuals (Wealth Director, Investment Advisors, Financial Planners) to provide exceptional client service and administrative support.
Requirements
- Must have 5-7 years of experience in administrative client service required
- Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
- Must be able to juggle priorities, be organized and have an adjustable social style.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
- Must have no disclosures on Form U-4, if licensed.
Nice to have
- Must have high school diploma required, however, a 4-year college degree in business administration, finance or a business-related major is highly preferred.
- Experience with custodian platforms and/or investment system is preferred.
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
- 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.
Company info
- We are the region's locally headquartered bank and wealth management company.
- We Stand For Service® is more than part of our name, it's our mission and our purpose.
- At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
- We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve.
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
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This listing is sourced directly from WSFS Bank's careers page and normalized into a canonical job model.