Retirement Plan Client Service Specialist
Listed on 2026-10-27
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, 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 tasks, while assisting with custodial forms and marketing coordination.
This role builds relationships with clients and financial advisors, delivering tailored service and information. The ideal candidate is organized, proactive, and eager to develop a career in retirement plan consulting and financial services.
This role, Retirement Plan Client Service Specialist at WSFS Bank, could be your next move.
This role, Retirement Plan Client Service Specialist at WSFS Bank, could be your next career step.
Are you ready to take on the Retirement Plan Client Service Specialist role at WSFS Bank?
We would love to welcome a new Retirement Plan Client Service Specialist to our team in PA, United States.
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