Financial Associate
WSFS Bank(1 month ago)
About this role
The Financial Associate at Bryn Mawr Trust supports the Wealth Management division by delivering high-level service to wealth clients and assisting client-facing advisors across multiple locations. The role focuses on maintaining accurate client data, interfacing with custodial platforms and systems, and enabling smooth delivery of wealth, investment, and trust services. It operates within a collaborative team environment serving individual, corporate, and institutional clients.
Required Skills
- Client Service
- Account Opening
- Custody Platforms
- Securities Processing
- Salesforce
- Excel
- PowerPoint
- Cash Movement
- Reporting
- Meeting Prep
+2 more
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- No Form U-4 Disclosures
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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