Business Development Associate – Client Service & Outreach

Atlantic Group; Pennsylvania; Hybrid; USD 54,000 - 66,000; Full time

Job summary

A recruiting firm is seeking a Business Development Associate (Client Service) in Montgomery County, PA. This hybrid role requires conducting outbound outreach, maintaining client engagement, and supporting recruiting initiatives in the financial services sector. The ideal candidate holds a Bachelor’s degree and possesses 1–3 years of experience in sales or business development. Key skills include proficiency in Salesforce, strong communication, organization, and the ability to thrive in a fast-paced environment.

Qualifications

• 1–3 years of experience in sales, recruiting, or business development required.
• Interest in financial services, wealth management, or recruiting preferred.
• Proficiency in CRM systems and Microsoft Office tools is required.

Responsibilities

• Conduct high-volume outbound outreach to generate leads.
• Maintain consistent communication with prospects.
• Identify and research target firms in the financial services space.
• Support advisor search projects with internal recruiting teams.
• Participate in industry events to expand professional network.
• Track activity and manage prospects within CRM systems.

Skills

Strong communication skills

Organization

Competitive drive

Coachability

Ability to thrive in a fast-paced environment

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

A recruiting firm is seeking a Business Development Associate (Client Service) in Montgomery County, PA. This hybrid role requires conducting outbound outreach, maintaining client engagement, and supporting recruiting initiatives in the financial services sector. The ideal candidate holds a Bachelor’s degree and possesses 1–3 years of experience in sales or business development. Key skills include proficiency in Salesforce, strong communication, organization, and the ability to thrive in a fast-paced environment.