Retirement Plan Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Bryn Mawr Trust, a WSFS Company, seeks a Client Service Associate to support the Retirement Plan Services team. You will handle client communications, meeting prep, and administrative support to deliver exceptional service to clients, advisors, and internal partners.
The ideal candidate is organized, detail‑oriented, proactive, and eager to grow in retirement plan consulting and financial services through tasks such as forms, marketing coordination, CRM data management, and cross‑department
We are seeking a motivated Retirement Plan Client Services Specialist to join Bryn Mawr Trust in Berwyn, PA, United States.
For the Retirement Plan Client Services Specialist position at Bryn Mawr Trust, we are reviewing applications now.
Step into the Retirement Plan Client Services Specialist role at Bryn Mawr Trust in Berwyn, PA, United States and grow with us.
Please review the full job details above before applying.
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