Job description

About us

Founded in 1989, Sage Financial Group is an independent, privately held wealth management firm. Sage manages over $3 billion of assets and provides customized investment management and holistic financial planning services for more than 600 high-net-worth clients. Sage maintains over 98% client retention.

Sage takes great pride in our relationship-driven culture that emphasizes client service, teamwork, discipline, responsibility for the local community, and a desire to improve continuously. We are an entrepreneurial, family-owned business that values long-term relationships with our clients and team members. As a result, Sage team member retention is over 98%.

Sage has been recognized as a top wealth management firm nationally by Barron’s (2022) and CNBC (2022) and locally by the Philadelphia Business Journal (2022) and Philadelphia Magazine (2022).

Sage is looking for a passionate, service-oriented professional to join our team as a client service associate (CSA). The CSA works closely with other team members as a liaison with the firm’s custodians, primarily Charles Schwab and Fidelity. The position assists with all account administration, provides transactional support to the wealth management teams, and helps with the ongoing refinement of the firm’s account administration processes and capabilities so that the team can stay ahead of client’s needs and deliver exceptional client service.

PRIMARY RESPONSIBILITIES

• Open and close financial accounts
• Process wire and transfer requests
• Update accounts
• Help prepare the paperwork necessary for trusts, 529, and custodial accounts
• Manage estate distributions
• Assist clients with completing and submitting forms and requests to custodians
• Help maintain the accuracy, robustness, and consistency of the firm’s data
• Produce daily and quarterly reports for Sage’s wealth managers

RELATED RESPONSIBILITIES

• Foster a collaborative team environment
• Subject matter expert for the firm’s digital signature adoption tools
• Share specialized knowledge of our custodians’ processes, requirements, and technologies
• Support Sage’s private equity team with custodian transactions
• Participate in the onboarding of new team members who will work with the custodial platforms
• Accept ownership for accomplishing new and different requests
• Participate in firm-wide initiatives related to enhancing internal processes and the overall client experience
• Assist with general operations and administrative tasks as needed
• Adhere to compliance best practices

REQUIRED EXPERIENCE AND KNOWLEDGE

• Associate degree; 3+ years of professional experience required
• Precise and efficient; detail‐oriented with a strong work ethic
• High level of comfort with technology
• Strong organizational and time‐management skills
• High ethical standards
• Robust interpersonal, communication, and listening skills
• Intellectual curiosity and a growth mindset
• Proficient in Microsoft Office, particularly Excel, customer relationship management software, and other technologies
• Self‐motivated, independent thinker with problem‐solving abilities
• Team player

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Associate (Required)

Experience:

• professional: 3 years (Required)

Work Location: Hybrid remote in Conshohocken, PA 19428

learninglandscape.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, learninglandscape.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, learninglandscape.com is the ideal place to find your next job.