Join a Rapidly Growing National Wealth Management Firm
YTS Wealth Management is a rapidly growing, family-oriented firm built on collaboration, positivity, and professional development.
Founded in 2019, YTS has grown from $85 million in assets under management with just four team members to over $1.7 billion in AUM and 40+ employees across multiple locations. Our success is driven by exceptional client service, a strong team culture, and a commitment to investing in our people.
We are seeking a professional, organized, and client-focused Client Service Associate to be the welcoming face of our Export office and play a key role in daily operations.
Key Responsibilities:
- Manage document handling through scanning, emailing, faxing, and e-filing.
- Perform data entry with accuracy and attention to detail.
- Facilitate the opening of new accounts and associated processes.
- Process and address account service requests promptly and efficiently.
- Answer client phone calls and provide professional support as needed.
- Utilize Microsoft Office Suite, Wealth Box CRM, and Monday.com for daily tasks and project management.
- Travel periodically to new office locations to support development initiatives.
- Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
- Complete additional tasks and projects as assigned.
Essential Skills for Success:
- Represent our core values.
- Strong ability to multitask in a dynamic environment.
- Exceptional communication skills, both verbal and written.
- Effective time management to ensure deadlines are met.
- Self-motivated with a proactive approach to tasks.
- Uphold professionalism and a consistently positive attitude.
- Collaborative team player with strong interpersonal skills.
- Quick-thinking and resourceful in solving problems.
Growth Opportunities:
- Engage in our community outreach events for networking and charities.
- Build relationships through direct client and advisor interactions.
- Work independently or collaborate with teams on a variety of projects.
- Access paid and reimbursed continuing education opportunities.
- Enjoy uncapped earning potential and career advancement.
Starting salary ranges from $60,000 - $70,000 per year. Relevant experience includes:
- Working with data entry, numbers, sensitive and confidential information
- Having relevant office experience
- Directly working in the financial services industry
- Experience working with our Broker Dealer, LPL Financial
- Education in finance, having financial certifications, and/or securities licenses
Benefits Effective Upon Hire:
- 9 Full paid holidays (if falling during Mon-Fri)
- Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
- Reimbursed travel expenses
Benefits (Effective upon completing 30-day initial training period):
- 10 days of Paid Time Off
- 401(k) dollar for dollar match up to 4%
- Maternity and Paternity leave
- Medical - Dental - Vision - HRA - Life Insurance
Observed Holiday's with Full Pay:
- New Year's Day
- Good Friday
- Memorial Day
- Independence Day
- Thanksgiving Day
- Day after Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Eve
Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.
Job Type: Full-time
Schedule:
- Monday to Friday
- Daylight shift
- Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.
Education:
Experience:
- Customer service: 2 years (Required)
Ability to Relocate:
- Export, PA 15632: Relocate before starting work (Required)
- Relocation expenses are not reimbursed
- Commute expenses are not reimbursed
Work Location: Full-time In person. Hybrid positions are not available.
Legal & Compliance Disclosures
- Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
- At-Will Employment: Employment with YTS Wealth Management is at-will. Either the employee or the company may terminate employment at any time, with or without cause or notice, unless otherwise specified by law.
- Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
- This job description is not intended to be all-inclusive. Employees may perform other duties as assigned to meet business needs.
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- Securities Industry Essentials (Preferred)
- Series 7 (Preferred)
- Series 63 (Preferred)
- Series 6 (Preferred)
Work Location: In person
