Client Relationship Specialist - Vale Group : Job Details

Be sure to follow our LinkedIn company page for the latest updates on all our open jobs! Vale Group has partnered with a wealth advisory firm based in Hermitage, PA, who is actively seeking a detail-oriented and client-focused Client Relationship Specialist to work hybrid (3 days in office, 2 days from home). This is a full-time opportunity paying up to $50,000 for experienced professionals, with eligibility for up to a 7% annual bonus, based on experience. This position supports wealth advisors and financial planning associates, serving as a right-hand resource within a fast-paced, collaborative team environment. *Prefer candidates with wealth management experience from banking. Benefits of the Client Relationship Specialist role include: Excellent growth opportunity, competitive benefits package including medical (75% employer-paid), free vision, paid life insurance, 401(k) with match plus profit sharing, paid holidays, PTO, fitness reimbursement, and more. Requirements of the Client Relationship Specialist: • Bachelor's degree required • At least 1+ years of relevant experience preferred (internship in wealth management accepted) • Strong organizational and client service skills • High attention to detail and confidentiality • Comfort using multiple software systems (CRM experience a plus) • Strong communication and time management abilities • Financial services, RIA, or banking background is a plus • Must have a valid driver's license • Must be able to pass background, credit, and drug screening • Must have a dedicated workspace for remote work Responsibilities of the Client Relationship Specialist: • Support wealth advisors in day-to-day client relationship management • Serve as point-of-contact for client service needs • Coordinate onboarding, account openings, and transfers • Handle operations-related administrative tasks • Work with custodians to manage transactions and service items • Maintain accurate client records and files • Collaborate across departments and contribute to team success If this sounds like you or someone you know, click Apply or share the job today! Disclaimer: By applying to a position at Vale Group, you consent to receive SMS text messages about this or related jobs. Message rates may apply. Opt-out anytime by replying STOP. Terms and Privacy Policy are on our website. #LI-HYBRID #INDHP