Wealth Management Client Services Associate
Professional Recruiting Consultants
Wexford, PA · Posted November 4, 2026
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
...Professional Recruiting Consultants, Inc. seeks a Client Service Associate – Financial Planning in Wexford, PA to support a wealth management firm. You will handle daily administration, client documentation, and CRM tasks, while preparing presentations and inputting planning...