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Client Service Associate
Job Description
Onsite
A well-established financial services firm based in Lewisburg, PA is seeking a proactive and detail-oriented Client Service Associate to join their team! This role involves providing administrative support to financial advisors, managing client communications, and handling a variety of tasks such as account maintenance, appointment scheduling, and document management. The ideal candidate will thrive in a fast-paced environment, be self-motivated, and have strong organizational skills. This is a very stable and growing business which offers both flexibility and independence. With growth opportunities within the company, this position offers a chance to develop and expand your career in the financial services industry!
Client Service Associate Responsibilities:
- Communicate with clients via phone and email, providing timely responses, addressing inquiries, and maintaining strong relationships
- Organize and maintain client files for approximately 300 clients, including updating account information, processing beneficiary changes, and ensuring accuracy and compliance
- Coordinate appointments and manage calendars for financial advisors, ensuring efficient scheduling of meetings
- Handle cashiering duties, process transactions, and maintain accurate financial records.
- Scan, file, and organize financial documents, ensuring all records are well-maintained and easily accessible
- Provide general administrative support to financial advisors, contributing to the smooth operation of daily office tasks
Client Service Associate Requirements:
- At least 3 years of experience in financial services, particularly in RIAs, broker-dealers, or insurance-based firms, with a solid understanding of industry operations and regulations.
- Proficiency in Microsoft Outlook and advanced Excel skills for managing communications and data analysis
- trong client communication skills with the ability to engage effectively and provide excellent service
- Demonstrated ability to multitask, prioritize, and manage a variety of administrative duties with attention to detail
- Independent problem-solving skills, with initiative and resourcefulness in addressing challenges and managing time
- Preferred: Bachelor s degree in business, finance, or related field, and a Series 65 license
Benefits:
- Medical, Dental and Vision insurance
- 401(k) with a safe harbor plan
- Paid vacation days and sick leave with roll over
- Paid holidays throughout the year
- Life insurance coverage
- Short-term disability
- Voluntary long-term disability insurance
- Additional life insurance options
Apply now!
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