Senior Client Service Associate

About YTS Wealth ManagementYTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions, including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.About the RoleWe are seeking an experienced, professional, and highly organized Senior Client Service Associate to play a key role in client service, advisor support, and daily operations at our Export office.This position combines hands-on client service responsibilities with additional leadership and operational oversight. The ideal candidate will bring a strong background in wealth management, excellent communication skills, and the ability to guide team members, improve workflows, and maintain a high standard of service across the office.Key ResponsibilitiesClient Service & Advisor SupportGreet clients during in-person meetings and answer incoming client calls professionally.Manage document handling through scanning, emailing, faxing, and electronic 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.Serve as a resource for financial advisors regarding client service needs, account documentation, and operational requests.Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.Leadership & Office ManagementProvide day-to-day guidance and support to Client Service Associates and administrative team members.Assist with training, onboarding, and mentoring new team members to ensure consistency in procedures and service expectations.Oversee daily administrative workflows, prioritize assignments, and help ensure tasks are completed accurately and on time.Monitor client service requests and follow up on outstanding items to maintain efficiency and accountability.Identify opportunities to improve office procedures, communication, and operational processes.Serve as a point of contact for escalating and resolving client service or administrative concerns.Collaborate with branch leadership to support team performance, operational consistency, and a positive client experience.Essential Skills for SuccessDemonstrate and represent YTS Wealth Management's core values.Strong background in wealth management, financial services, or a related client service environment.Ability to provide leadership, guidance, and support to other team members.Strong organizational skills and ability to multitask in a dynamic environment.Exceptional verbal and written communication skills.Effective time management and ability to manage competing priorities and deadlines.Self-motivated, proactive, and comfortable taking ownership of responsibilities.Professional demeanor, positive attitude, and commitment to exceptional client service.Collaborative team player with strong interpersonal and problem-solving skills.Ability to identify operational inefficiencies and recommend practical improvements.Strong attention to detail, discretion, and commitment to maintaining client confidentiality.Physical RequirementsProlonged periods of sitting, computer use, and phone communication.Ability to attend in-person meetings and events.Occasional lifting of light materials up to 20 pounds.Ability to communicate effectively in both in-person and virtual environments.Ability to perform essential job functions with or without reasonable accommodation.Location: Export, PASalary Range: $70,000–$80,000 annuallyBenefits & PerksGrowth and leadership development opportunities13 paid company holidays2 paid sick daysFlexible scheduling for personal appointmentsTravel expense reimbursement10 days of Paid Time Off401(k) with dollar-for-dollar match up to 4%Medical, Dental, Vision insuranceHealth Reimbursement Arrangement (HRA)Life InsuranceMaternity & Paternity LeaveObserved Holiday's:New Year's DayMartin Luther King, Jr. DayPresidents' DayGood FridayMemorial DayJuneteenthIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas EveChristmas DayNew Year's EveSchedule & Work EnvironmentMonday–Friday (Daylight hours)Occasional evenings/weekends for client events and networkingFull time - In person roleLegal & Compliance DisclosuresEqual Employment Opportunity: 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 at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.