Client Service Associate

We're a small, close-knit financial planning firm in State College, PA, hiring a Client Service Associate to be the heartbeat of our day-to-day operations. No finance degree required. No prior industry experience required. Just someone sharp, personable, and ready to learn.

Requirements

• Answering phones and welcoming clients with warmth and professionalism
• Scheduling appointments and managing calendars across the team
• Preparing and organizing client documents and correspondence
• Supporting office operations and keeping administrative workflows on track
• Helping coordinate client events and educational workshops
• Learning our systems and processes with an eye toward growing into more responsibility over time
• Completing paperwork with clients and tracking it from start to finish

Benefits

• 401k with company contributions and profit sharing
• Health insurance
• Fitness reimbursement
• Paid Time Off
• Quarterly bonus opportunities
• Professional development, training, & licensing opportunities