Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States · On-site
Mid level$645M raised
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Radnor, Pennsylvania, United States · Remote Solely
$161k–$293k/yr
Senior+$825M raised
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Client Service Associate - 2/13 Strategic Partners
The role involves processing client transactions, managing account maintenance, and overseeing the onboarding process from start to finish. Additionally, the associate provides operational support to advisors and manages workflows using a CRM platform.
Requirements
Candidates should have a bachelor's degree in business, finance, or a related field and proficiency in Microsoft Office and CRM tools. Experience with custodian platforms like Schwab and FINRA securities licenses are considered a plus.
Full 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 accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
Work with partners and team members to respond to client requests
Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
Proactive outreach to clients to share practice services, including their digital experience
Use CRM platform to manage and document all workflows
Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
Provide support for advisors by answering phones and responding to client requests
Support Advisors and our practice with operational tasks
What You'll Bring
Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
Natural desire to be a problem solver
Anticipate challenges and address them
Take pride in your attention to detail
Ability to manage changing priorities in a day, and set expectations with others
Experience in Word, Excel, PowerPoint, Outlook, and Adobe
Experience in Client Relationship Management system (Salesforce preferred)
Experience in custodian platform (Schwab preferred)
FINRA Securities licenses a plus
Bachelor's degree preferably in business, accounting, finance, economics, or related experience
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
A community of independent-minded advisors delivering holistic financial advice.
Industry
Financial Services
Company size
201-500 employees
Founded
2008
Headquarters
Chicago, IL
LinkedIn followers
30,009
Total funding
$645M
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
Based on 23 listings with disclosed salaries, most consulting jobs in Radnor, PA pay between $73k–$178k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Radnor, PA right now?
There are currently 29 open consulting positions in Radnor, PA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Radnor, PA?
Companies currently hiring include Lincoln Financial, M&T Bank, Airgas, Main Line Health, Wilmington Trust, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Radnor, PA?
Yes — 23 of the 29 open consulting positions offer remote or hybrid work (2 remote, 21 hybrid).
How do I apply for Consulting jobs in Radnor, PA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.