Client Services Associate
Pennsylvania Staffing
Job Opportunity At Bryn Mawr Trust
Bryn Mawr Trust, a WSFS Company, offers locally managed and collaborative wealth management solutions. The Client Services Associate is responsible for delivering high-level service to trust and agency clients, Wealth Advisors, Investment Advisors, and other qualified sources. This role supports a team of client-facing professionals to provide exceptional service and administrative support. Key responsibilities include managing multiple tasks for both internal and external clients, preparing account opening and closing forms, handling asset gathering, transferring money, filing, and paying bills. The position also involves coordinating with Investment Advisors and Wealth Advisors for client correspondence and managing the account opening process efficiently.