Wealth Planning Client Services Associate

Modern Machining Solutions Inc in Wexford, PA is seeking a Client Service Associate to support Financial Advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. The role entails opening client accounts, processing documentation, creating presentations, managing CRM (AdviserEngine), and handling Schwab Advisor Center applications. A Bachelor's degree is required, with CFP pursuit encouraged; strong Excel and communication skills are essential.