Wealth Management Administrator: Client Services Expert
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-08-14
Listing for:
Eden Rose
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Eden Rose in the United Kingdom is seeking an IFA Administrator to join a growing wealth management business. You will support Advisors, Paraplanners and clients, handling diaries, client servicing and ongoing administration across pensions, investments and protection.
The role emphasizes strong organisation, clear communication and collaborative teamwork to deliver a professional client experience throughout the advice process. Experience with XPLAN is advantageous.
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