Senior Wealth Client Services Specialist

Senior Wealth Client Services Specialist

Full-Time No working from home possible
B

Bryn Mawr Trust, a WSFS Company, is seeking an experienced Administrative Assistant to support Wealth Directors and Advisors in a fast-paced setting. You will manage account opening materials, coordinate client correspondence, and ensure accurate data across Salesforce and custodian platforms.

The role requires strong MS Office skills, 5+ years of client service experience, and a focus on delivering exceptional client service to high-net-worth individuals.

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B

Contact Details:

Bryn Mawr Trust Recruitment Team