Client Service Associate - 2/13 Strategic Partners

Job description

Your Future Team 2/13 Strategic Partners is a financial advisory practice which consists of 16 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets as of March 2026. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website at 213strategicpartners.com to learn more. Our Core Values: Shared vision: We are motivated through goals and objectives that support our strategic direction. Accountability: Everyone knows and owns what they need to do to contribute to the success of the practice. Collaborative: We are committed to working together within and across multiple departments. Trust: We build trust through our shared experiences, integrity, and honest relationships. Professional growth: We are committed to learning from our experiences and continuing to build our knowledge. The Role: We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth. What You'll Do: - Prepare and process paperwork for client transactions, including opening new...