Advisor Operations & Client Services Specialist

Vicus Capital, Inc.; State College (Centre County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer contribution

Supportive culture focused on growth

Job summary

Vicus Capital, Inc. is seeking a Dedicated Client Services Associate in State College, PA, to support financial advisors by managing operational needs and enhancing client relationships. This in-office full-time role requires exceptional organizational and communication skills, and offers a competitive salary along with health benefits and a supportive culture.

Key responsibilities include managing calendars, processing account paperwork, and improving workflows to ensure advisor success. If you are detail-oriented and eager to contribute to a team-focused environment, we encourage you to apply.

Qualifications

• Exceptional attention to detail and organizational skills.
• Clear and professional communication skills, both written and verbal.
• Ability to manage multiple workflows and deadlines.

Responsibilities

• Manage advisors’ calendars and client communication pipelines.
• Maintain accurate digital client records in the CRM.
• Process new account paperwork from start to finish.
• Build strong relationships with financial advisors.
• Support operational excellence and workflow optimization.

Skills

Attention to detail

Organizational skills

Professional communication

Self-starter attitude

Proficiency in Microsoft Office

Familiarity with CRM systems

Tools

Microsoft Office

Redtail CRM

Job description

Vicus Capital, Inc. is seeking a Dedicated Client Services Associate in State College, PA, to support financial advisors by managing operational needs and enhancing client relationships. This in-office full-time role requires exceptional organizational and communication skills, and offers a competitive salary along with health benefits and a supportive culture.

Key responsibilities include managing calendars, processing account paperwork, and improving workflows to ensure advisor success. If you are detail-oriented and eager to contribute to a team-focused environment, we encourage you to apply.