Wyze Wealth Advisors
Reports to: Director of Operations, Morgan (Wyatt) Dunn
Apply: Email your resume and brief cover letter to mdunn@wyzewa.com
Website: www.wyzewealthadvisors.com
About WYZE Wealth Advisors WYZE Wealth Advisors is a boutique Registered Investment Advisor (RIA) serving high-net-worth individuals through personalized financial planning and disciplined investment management. Our mission is to help clients make smarter financial decisions through transparency, education, and proactive partnership. We value initiative, precision, teamwork, and a genuine commitment to delivering a high-touch client experience.
The Opportunity We are seeking a Client Service Associate to join our operations and client service team. This hybrid role is ideal for someone who thrives in a detail-oriented, client-focused environment and wants to grow within a collaborative, boutique wealth management firm. You’ll work closely with the Director of Operations and advisory team to support new client onboarding, client service, and ongoing relationship management — ensuring each client experience reflects the firm’s high standard of care.
Key Responsibilities
Serve as a primary contact for client inquiries via phone, email, and client portal.
Facilitate account onboarding and maintenance through Schwab, including new accounts, transfers (ACATs), money movement, beneficiary updates, and RMD requests.
Prepare and send documents for signature via DocuSign, ensuring all forms are accurate, complete, and compliant with custodian requirements.
Manage client data and workflows in Wealthbox CRM, ensuring tasks, notes, and follow-ups are accurately tracked and completed on schedule.
Prepare client meeting materials, track follow-up tasks in Wealthbox, and coordinate with the team to ensure all action items are completed on time.
Work with advisors to keep client and custodial documentation up to date and compliant with RIA and Schwab requirements.
Recommend workflow improvements to enhance efficiency and service quality.
Assist with any additional administrative or operational tasks as assigned to support the team.
Qualifications
Relevant professional experience in financial services, ideally with a Registered Investment Advisor (RIA) or financial advisory firm; an associate’s degree or equivalent education preferred.
Familiarity with Charles Schwab Advisor Center or similar custodial platforms and workflows.
Experience using CRM, digital signature, and portfolio reporting systems in a financial services environment is highly advantageous.
Excellent organizational skills and attention to detail.
Clear, professional communication skills — both verbal and written.
Self-motivated with strong follow-through and ability to manage multiple priorities.
Commitment to confidentiality, integrity, and a client-first mindset.
Competitive pay based on experience, with bonus opportunities.
Benefits include
Medical, dental, and vision insurance
401(k) with employer match
Generous paid time off and holidays
Paid parental leave
Professional development support (licenses, continuing education, industry conferences)
Hybrid work flexibility
Why Join WYZE? At WYZE Wealth Advisors, you’ll be part of a collaborative, growth-minded team that values your precision and initiative. You’ll gain hands-on experience in wealth management operations, work directly with advisors, and help deliver a high-touch client experience. We operate with integrity, curiosity, and genuine care — and we’re committed to supporting your professional growth.
Apply by emailing your resume and a short cover letter to mdunn@wyzewa.com. Please share what draws you to WYZE and how your experience aligns with the role.
WYZE Wealth Advisors is an Equal Opportunity Employer. We value character, competence, and respect in every member of our team.
Seniority Level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Wyze Wealth Advisors by 2x
Get notified about new Client Services Associate jobs in
Canonsburg, PA .
#J-18808-Ljbffr
Apply: Email your resume and brief cover letter to mdunn@wyzewa.com
Website: www.wyzewealthadvisors.com
About WYZE Wealth Advisors WYZE Wealth Advisors is a boutique Registered Investment Advisor (RIA) serving high-net-worth individuals through personalized financial planning and disciplined investment management. Our mission is to help clients make smarter financial decisions through transparency, education, and proactive partnership. We value initiative, precision, teamwork, and a genuine commitment to delivering a high-touch client experience.
The Opportunity We are seeking a Client Service Associate to join our operations and client service team. This hybrid role is ideal for someone who thrives in a detail-oriented, client-focused environment and wants to grow within a collaborative, boutique wealth management firm. You’ll work closely with the Director of Operations and advisory team to support new client onboarding, client service, and ongoing relationship management — ensuring each client experience reflects the firm’s high standard of care.
Key Responsibilities
Serve as a primary contact for client inquiries via phone, email, and client portal.
Facilitate account onboarding and maintenance through Schwab, including new accounts, transfers (ACATs), money movement, beneficiary updates, and RMD requests.
Prepare and send documents for signature via DocuSign, ensuring all forms are accurate, complete, and compliant with custodian requirements.
Manage client data and workflows in Wealthbox CRM, ensuring tasks, notes, and follow-ups are accurately tracked and completed on schedule.
Prepare client meeting materials, track follow-up tasks in Wealthbox, and coordinate with the team to ensure all action items are completed on time.
Work with advisors to keep client and custodial documentation up to date and compliant with RIA and Schwab requirements.
Recommend workflow improvements to enhance efficiency and service quality.
Assist with any additional administrative or operational tasks as assigned to support the team.
Qualifications
Relevant professional experience in financial services, ideally with a Registered Investment Advisor (RIA) or financial advisory firm; an associate’s degree or equivalent education preferred.
Familiarity with Charles Schwab Advisor Center or similar custodial platforms and workflows.
Experience using CRM, digital signature, and portfolio reporting systems in a financial services environment is highly advantageous.
Excellent organizational skills and attention to detail.
Clear, professional communication skills — both verbal and written.
Self-motivated with strong follow-through and ability to manage multiple priorities.
Commitment to confidentiality, integrity, and a client-first mindset.
Competitive pay based on experience, with bonus opportunities.
Benefits include
Medical, dental, and vision insurance
401(k) with employer match
Generous paid time off and holidays
Paid parental leave
Professional development support (licenses, continuing education, industry conferences)
Hybrid work flexibility
Why Join WYZE? At WYZE Wealth Advisors, you’ll be part of a collaborative, growth-minded team that values your precision and initiative. You’ll gain hands-on experience in wealth management operations, work directly with advisors, and help deliver a high-touch client experience. We operate with integrity, curiosity, and genuine care — and we’re committed to supporting your professional growth.
Apply by emailing your resume and a short cover letter to mdunn@wyzewa.com. Please share what draws you to WYZE and how your experience aligns with the role.
WYZE Wealth Advisors is an Equal Opportunity Employer. We value character, competence, and respect in every member of our team.
Seniority Level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Wyze Wealth Advisors by 2x
Get notified about new Client Services Associate jobs in
Canonsburg, PA .
#J-18808-Ljbffr