FinancialAssociate

_**Job Description**_ Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience. This role manages client documentation, workflows, and communications while coordinating across functions to support efficient operations and relationship management. The Financial Associate also supports portfolio oversight and investment activities, helping ensure alignment with client objectives and firm strategies, while contributing to trust and estate administration through application of fiduciary standards. With a client-centric, planning-focused approach, this role helps strengthen relationships, identify growth opportunities, and support the delivery of advice-led solutions, while building broad experience across wealth management operations as a foundation for future advisory advancement. _Job Responsibilities_ : * Serve as primary point of contact for client service requests, including account opening/closing, asset transfers, cash movements, check deposits and general inquiries. * Build and maintain strong client relationships and deliver exceptional service, ensuring timely issue resolution and effective communication. * Support Wealth Directors, Investment Advisors, Wealth and Trust Advisors with client servicing needs such as reports, presentations, fee adjustments, terminations, and correspondence. * Prepare, review, and distribute client documentation (e.g., account paperwork, disclosures, Investment Policy Statements, retention letters), en