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Wealth Management Admin & Client Services Specialist
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-02-06
Listing for:
Bryn Mawr Trust
Full Time
position Listed on 2026-02-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial institution in Pennsylvania seeks a dedicated professional to manage client accounts and provide exceptional support to Wealth Directors. Key responsibilities include preparation of account paperwork, coordination of client meetings, and maintaining client data on systems. The ideal candidate has a high school diploma, is preferably a college graduate, has 3-5 years of administrative client service experience, and is proficient in Microsoft Office 365.
This role offers a comprehensive benefits package and ensures a supportive work environment.
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