Client Service Associate (Financial Services)

Location: Berwyn, Pennsylvania, United States

Salary: $53,744.00–$88,290.50 per year

Company

hirify.global, through Bryn Mawr Trust, provides wealth management, retirement planning, investment management, trust and estate planning, brokerage, and advisory services to individual, corporate, and institutional clients.

What you will do

• Support the Retirement Plan Services team with administrative duties and high-level client service.
• Prepare client communications, disclosures, investment policy statements, onboarding documents, RFPs, plan reviews, and presentations.
• Coordinate client meetings, tailor presentation materials, and support marketing initiatives.
• Execute custodial forms, maintain client data in Salesforce and other platforms, and become proficient in custodial systems.
• Serve as a point of contact for prospects and clients while coordinating communication across internal teams.
• Support compliance activities, process improvements, special projects, phone and email coverage, and mail administration.

Requirements

• Bachelor’s degree required; finance or a related business discipline is strongly preferred.
• 1–4 years of professional experience; retirement plan services experience is preferred.
• Ability to obtain the Accredited Investment Fiduciary designation when eligible.
• Proficiency in Microsoft Office 365, including Excel, Word, and PowerPoint, with strong foundational numeracy skills.
• Strong organization, prioritization, communication, adaptability, independence, and attention to detail.
• Must already be authorized to work for any employer in the United States and must not require current or future work visa sponsorship.

Culture & Benefits

• Collaborative work with clients, advisors, and internal business partners.
• Medical, dental, and vision coverage.
• 401(k), life, accident, disability, flexible spending, and health savings accounts.
• Wellness programs, paid holidays, vacation, sick leave, and other paid time off, subject to eligibility and location.
• Potential paid parental and military leave, plus discretionary and formula-based incentive and retention awards for eligible associates.