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Senior Wealth Client Services Specialist

Job in Erie, Erie County, Pennsylvania, 16501, USA
Listing for: WSFS Bank
Full Time position
Listed on 2026-08-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 53744 - 88290 USD Yearly USD 53744.00 88290.00 YEAR
Job Description & How to Apply Below

WSFS Bank is seeking a Senior Client Services Associate in Berwyn, PA to provide high-level service to wealth clients and support a team of Wealth Directors, Advisors and Financial Planners. The role involves internal and external communications, meeting prep, and interfacing with the Wealth Service Team.

Responsibilities include managing time-sensitive tasks, assisting account openings, preparing reports and presentations, coordinating client meetings, and maintaining accurate client data in

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Position Requirements
10+ Years work experience
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