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