Financial Associate

Financial Associate

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 Financial Associate is responsible for providing high level service delivery to wealth clients, advisors, internal associates and vendors. The incumbent will support a team of client facing individuals (Wealth Director, Financial Advisors) to provide exceptional client service and administrative support. This position entails internal and external client communications, preparation and participation in select client meetings, and interface with the Wealth Service Team.

Job Responsibilities :

• Serve as the first point of contact for high-net-worth clients, providing exceptional service and building long-term relationships for a team of advisors.
• Deliver client-facing services, including plan reviews and presentations in partnership with internal teams.
• Respond to client inquiries and support requests, including cash movements, fee reviews, and report preparation.
• Coordinate client meetings and tailor presentation materials to meet the specific needs of clients and Financial Advisors.
• Answer the main phone line on a recurring basis and provide mail support as needed.
• Manage multiple time-sensitive administrative tasks such as account openings / closings, money transfers, document gathering, and both paper and electronic filing.
• Prepare and distribute client correspondence including disclosures, Investment Policy Statements, and onboarding documentation.
• Track account funding to completion and verify asset information accuracy (e.g., cost basis, acquisition dates, tax lots).
• Coordinate general office management duties including ordering supplies and scanning / filing documents.
• Support the Rehoboth team with administrative duties and high-level client service.
• Maintain accurate and up-to-date client data in Salesforce (CRM), custodial systems, and portfolio management platforms.
• Become proficient in portfolio and custodial platforms (e.g., Fidelity, Schwab and Altruist).
• Administer complex processes in support of client needs and contribute to ongoing process improvements.
• Assist in division-wide initiatives such as systems conversions and 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.

Minimum Qualifications :

Salary Range : $52,433.00 - $86,137.25

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.

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.