Client Services Associate - Wyomissing, PA

The Client Services Associate is the heartbeat of the client experience, supporting Advisors and building trusted relationships with clients by ensuring every interaction is professional, seamless, and thoughtful.

Requirements

• Serve as the first point of contact for clients and visitors in our Wyomissing office, delivering a warm and professional experience
• Support Advisors by preparing client paperwork, reports, and meeting materials
• Coordinate meetings, manage schedules, and confirm appointments
• Process account openings, transfers, and service requests accurately and efficiently
• Maintain and update client records and documentation in Salesforce
• Navigate custodial platforms and explain processes clearly to clients
• Proofread and review documents to ensure accuracy and compliance
• Professionally manage incoming calls and client inquiries
• Prepare for and support client meetings, reviews, and local events
• Maintain organized, welcoming conference rooms and shared spaces
• Partner closely with teammates and provide backup support as needed
• Manage mail, shipments, and office supply inventory
• Support daily office opening and closing procedures
• Maintain calendars, call logs, and meeting reports
• Assist with client communications and special touches, including sympathy outreach
• Support local marketing and client engagement events
• Contribute to special projects and operational initiatives

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks