- Assist with data entry of all financial information pertaining to prospects and clients.
- Provide administrative support including maintaining/updating client contact records using the CRM system.
- Ensuring that all required forms are completed fully and accurately before submitting to Commonwealth and/or direct sponsors.
- Track pending business paperwork, update pending business summary sheets for advisor's attention, and track and tally all outstanding work weekly.
- Generate required paperwork for advisor's meetings with clients.
- Regularly review Commonwealth new items, technology updates, and e-mail communications while reporting pertinent information back to the advisor.
- Assist the advisor with marketing efforts such as following up with referrals, updating the CRM contact management system with names of prospects and spearheading mailing and email programs for prospects and clients.
- Work directly/build relationships with vendors/wholesalers regarding direct business.
- Assist Client Service Manager with monthly reports as requested.
- Provide assistance/serve as a backup to Client Service Manager and other CSA's when unavailable or out of office.
- Required to travel to WSFS branches within the bank's footprint and assist in the advisor's client and prospective client meetings.
- A Bachelor's degree is preferred.
- Must have at least 3 years of experience in the investment and/or insurance industry.
- FINRA Series 7 registration, FINRA Series 63 & 24 is a preferred.
- Must be proficient with computer programs, including Microsoft Word and Excel, CRM, Wealthscape SMand Morningstar.
- Familiarity with basic marketing concepts and practices is required.
- Must have exceptional customer service experience.
- Must have the ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client's circumstances.
- Must have the ability to effectively prioritize workload and meet deadlines.
- Must be willing and able to travel within the WSFS Bank footprint.
- Must possess the ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
- The ability to identify and solve problems is required.
- Must possess the ability to interact with people across all levels of the business.
-
Client Service Associate, Benefits
2 weeks ago
Weiner Benefits Group Wilmington, United States**Benefits Administrative Assistant - Full Time** · Weiner Benefits Group has served the insurance and financial needs of individuals and businesses since 1938. It is one of the oldest and most well-respected Delaware-based insurance firms in the region. Relying on decades of kno ...
-
Registered Client Service Associate
1 week ago
Ameriprise Financial Wilmington, United States**Key Responsibilities**: · - Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. · - Prepare and summarize client meetings by scheduling and confirming meet ...
-
Conexio New Castle, United StatesConexio Care—Residential Services Associate-Mental Health Group Homes · Sign on bonus for all Full time positions · Today, Conexio Care serves as one of Delaware's largest nonprofits, collaborating with government, community, corporate, and other philanthropic partners to maximiz ...
-
Union Park Automotive Group Wilmington, United States**Job Summary**: · **Qualifications**: · - High school diploma or equivalent · - Prior experience in an automotive parts store or dealership is preferred · - Thorough knowledge of automotive parts and their functionalities · - Exceptional communication skills and customer service ...
-
Lead Service Associate
2 weeks ago
Rite Aid Marcus Hook, United StatesCompany · - Rite Aid · - Requisition · - JR032499 · - Last Updated · - Department · - Lead Service Associate · **Job Locations**: · - Rite Aid Store Chichester Avenue, Boothwyn, Pennsylvania, Job Description · Lead Service Associate · Contribute to our mission to improve Health a ...
-
Associate Customer Service Associate
2 weeks ago
Corporation Service Company Wilmington, United StatesUnderstand and complete requests from both internal and external customers from our Records 1 Email Inbox and properly update our Company Records database. Research entities or groups of entities status at the Secretary of State and validate or updat Associate, Customer Service, ...
-
Associate Customer Service Associate
2 weeks ago
Corporation Service Company Wilmington, United StatesJob Description · Associate Customer Service Associate - Company Records · Wilmington, DE (Onsite) · Monday - Friday, 9am-6pm · As a Records Customer Service Associate, you will be responsible for maintaining the accuracy of CSC's Company Records Database in a timely manner. ...
-
Lead Service Associate
1 week ago
Rite Aid Philadelphia, United StatesCompany · - Rite Aid · - Shift · - WORK_SHIFT_Swing · - Requisition · - JR034126 · - Last Updated · - Department · - Lead Service Associate · **Job Locations**: · - Rite Aid Store N. 63Rd Street, Philadelphia, Pennsylvania, Job Description · Lead Service Associate · Contribute to ...
-
Patient Services Associate
5 days ago
Penn Medicine West Chester, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Clinical Services Associate
5 days ago
Penn Medicine Philadelphia, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Patient Services Associate
2 weeks ago
Penn Medicine Bala-Cynwyd, United States Full time**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Guest Services Associate
2 weeks ago
Town Wash Philadelphia, United States**Job Title: Guest Service Associate** · ** / Part-time** · **Salary: Starting from $14 per hour** · **Expected hours: Part-time 20-32 hours per week / Full-Time 37-40 hours per week** · **Benefits**: · - **Commission**: · - **Bonuses**: · - **Monthly Competitions**: · - **Health ...
-
Clinical Services Associate
1 week ago
Penn Medicine Radnor, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Patient Services Associate
1 week ago
Penn Medicine Radnor, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Guest Services Associate
5 days ago
AVE Philadelphia, United States Part time**Must be available to work the required part-time overnight schedule of Friday and Saturday 11:00pm to 7:00am with flexibility to cover additional shifts as requested.** · **What is a Guest Services Associate at AVE?** · Guest Services Associates are the face of AVE and are resp ...
-
Patient Services Associate
1 week ago
Penn Medicine Philadelphia, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Clinical Services Associate
1 week ago
Penn Medicine Philadelphia, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Client Service Associate
1 week ago
PNC Financial Services Group Philadelphia, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Patient Services Associate
2 weeks ago
Penn Medicine Philadelphia, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Enrollment Services Associate
3 weeks ago
Community College of Philadelphia Philadelphia, United StatesUnder limited supervision, with latitude for the use of independent judgment, initiative and decision-making, the Enrollment Services Associate position provides clerical and front-line support to the Financial Aid, Records and Registration, and Student Tuition Services departmen ...
Client Services Associate - Wilmington, United States - WSFS Financial Corporation
Description
Job Description
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.
We Stand For Service is more than part of our name, it's our mission and our purpose.
The Client Service Associate will primarily provide customer service support to the advisor's clients and assist with support in day-to-day operations of the WSFS Wealth Investments, OSJ of Commonwealth Financial Services.
Job Responsibilities:
Minimum Requirements:
WSFS is an equal opportunity employer.
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
