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WSFS Bank
Berwyn, PA; Berwyn
Source: WSFS Bank careers · View original posting
From WSFS Bank's posting. “We” and “our” refer to the employer.
Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Client Service Associate supports the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners. This role assists with client communications, meeting preparation, operational processes, marketing initiatives, and administrative support. The ideal candidate is organized, detail-oriented, proactive, and interested in developing a career in retirement plan consulting and financial services.
Support the teams with administrative duties and high-level client service.
Perform client service tasks specific such as paperwork execution and marketing coordination.
Execute custodial forms for fund changes and ensure completion.
Facilitate marketing efforts to help generate new client opportunities.
Act as liaison between teams and other departments to foster communication and teamwork.
Serve as a point of contact for prospects and clients, providing exceptional service and building long-term relationships.
Deliver client-facing services, including RFPs, plan reviews and presentations in partnership with internal teams.
Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
Oversee the main phone line and RPS main line (email box) on a recurring basis and provide mail support as needed.
Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
Maintain accurate and up-to-date client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
Become proficient in custodial platforms.
Administer processes in support of client needs and contribute to ongoing process improvements.
Assist in division-wide initiatives such as special projects.
Proactively support compliance adherence and internal team preparation needs.
Stay current with industry trends and financial planning topics to support team and client success.
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. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
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.
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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