Client Service Associate
Wsfs Financial

Job Info

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Position type: Full-time
Location: Berwyn, PA

Schedule: Monday – Friday

Hybrid/Onsite

Description:

The Client Service Associate is responsible for providing high-level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries, and other qualified referral sources and distribution channels. The incumbents will support a large team of client-facing individuals (Wealth Advisor, Investment Advisor, Financial Planners, Managers) to provide exceptional Client service and administrative support. The incumbent is responsible for internal and external communications, including answering the main Wealth Management Division (WMD) phone line on a rotating basis, selecting client meetings, and interfacing with Trust Operations Service Partner. The incumbent must know, understand, and apply fiduciary and investment principles, including securities processing and clearing. The incumbent will manage trust and accounting systems and maintain knowledge of trust administration, fiduciary, investment systems (First Rate and Investor’s View), and technology to support recordkeeping and payment history (FIS Addvantage).

Responsibilities:

• Manage multiple time sensitive tasks simultaneously for both internal and external clients. Those tasks include preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money both internally and externally, paper, and electronic filing, paying bills in a timely and efficient manner on behalf of trust and agency clients and/or family offices, gifting. Other administrative tasks include coordinating with Investment Advisors, Wealth Advisors and Investment Associates on preparation and mailing of client correspondence, including Investment Policy Statements, Off-List Holdings Letters, and concentrated stock position letters.
• Master the account opening process for all account types. Be able to prepare high volumes of account opening paperwork in an efficient manner. Understand how fees are charged and exhibit an ability to manually calculate fees. standard WMD fee schedules and follow all exception processing for fee discounts. Track account funding to completion, check all asset information for accuracy (cost basis, acquisition date, tax lots, etc.).
• Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Devon location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client requests for cash in a timely and accurate manner. Monitor and work to clear cash overdrafts for assigned Wealth Advisors and Investment Advisors.
• Coordinate client meetings for Wealth Advisors and Investment Advisors and assist in meeting preparation. Be willing and able to systemically tailor client presentation materials to the needs of the client and Wealth Advisor or Investment Advisor.
• Serve as first point of contact for many high-net-worth clients, as well as build and maintain those relationships by providing exceptional client service support. Answer the main WMD phone line on a rotating and recurring basis. Provide backup to sort/scan and distribute mail, as needed.
• Proactively anticipate the needs of Wealth Advisors and Investment Advisors and work in conjunction with Investment Associates to track/resolve account compliance issues on their behalf including, but not limited to, stale IPS, Off-List Holdings Letters, Account Reviews with exceptions, etc.
• Act as Secretary to one or more internal committees (account review committee, discretionary distribution committee, etc.) and prepare accurate committee minutes that track exceptions.
• Maintain accurate client data on FIS Addvantage (core trust accounting system), First Rate, Investor’s View and Nautilus. Use each system effectively to support Wealth Advisors and Investment Advisory teams.
• Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.).
• General administrative duties, including the scanning of client materials.

Minimum Qualifications:

• Bachelor’s Degree in Business Administration, Finance or a business-related major. Preferred
• Minimum of 5 years of experience in Administrative Client Service.
• Must have general knowledge of investment markets and trust administration.
• Prior knowledge with trust accounting and/or investment system. Preferred
• Proficient in Microsoft Office (Excel are must as is basic numeracy)
• Must be able to juggle priorities, be organized and have an adjustable social style.
• Ability to complete assigned task efficiently and with little supervision.

Inclusiveness:

WSFS Bank is inclusive and supportive of individual needs. 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.

How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business. 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.

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