Temporary Contract Client Associate (Transition Support)
About The Position
Temporary Contract Client Associate (Transition Support) Title: Temp Contract Client Associate (Wealth Management) Location: Berwyn, PA / Suburban Philadelphia, PA (Primarily on-site) Employment Type: Contract / Temporary (3–6 months, potential extension) Overview - We are seeking a seasoned Client Associate to provide short-term, high-level support during a business transition. This role is ideal for an experienced professional who can step in quickly, operate independently, and maintain continuity of service for clients during a period of growth and change. This is not an entry-level temp role - we are looking for someone confident, capable, and steady under pressure.
Requirements
- 5–15+ years of experience in wealth management client service
- Comfortable working independently with minimal ramp-up
- Calm, reliable, and execution-focused
Nice To Haves
- Prior experience supporting advisors through transitions or breakaways strongly preferred
- Strong familiarity with custodial platforms (GSAS experience a plus)
Responsibilities
- Provide immediate operational and administrative support to ensure uninterrupted client service
- Assist with account openings, transfers, money movement, and maintenance requests
- Serve as a client-facing contact, maintaining professionalism and responsiveness
- Support compliance-related tasks and documentation
- Help stabilize workflows and support the Advisor during a transition period
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
