Client Associate

SUMMIT FINANCIAL GROUP INC; Perkasie (Bucks County); On-site; USD 45,000 - 65,000; Full time

Job summary

Summit Investment Advisory Group LLC in Perkasie, PA seeks a Client Associate to deliver operational and sales support within a professional financial advisory environment. This role will be the primary client contact and support ongoing office initiatives.

The ideal candidate will have experience in financial services, strong client service skills, and proficiency with MS Word, Excel, and CRM. A degree in a business-related field is preferred, with additional licenses pursued as needed.

Qualifications

• Undergraduate degree in Business, Accounting, Finance, Marketing, or Communications preferred.
• Demonstrates strong leadership and office management skills.
• Strong client service & technical skills (MS Word & Excel and CRM).
• Excellent attention to detail in processing financial documents.
• Knowledge of investment and banking products is a plus.
• Experience in financial, banking, and/or insurance environments is desirable.
• Entrepreneurial spirit with strong organizational skills.

Responsibilities

• Provide dedicated operational and sales support in a professional financial advisory environment.
• Be the most frequent point of contact with clients and support office initiatives.
• Collaborate with team to deliver personalized client service and build relationships.

Skills

Leadership

Interpersonal skills

Relationship building

Client service

Office operations

Problem solving

Initiative/learning

Critical thinking

Education

Undergraduate degree in Business/Finance/Accounting/Marketing/Communications

Tools

MS Word

Excel

CRM

Job description

Job Description

Job Description

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.

We are looking for a Client Associate who is a responsible, positive, hands‑on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.

Position Required Skills

• Demonstrates strong leadership and office management skills
• Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
• Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
• Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
• Develops, promotes, and executes best practices for the day‑to‑day operation of the office
• Exhibits proven client service skills and the ability to resolve problems independently or elevate as needed to promote client satisfaction
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs

Candidate Requirements

• Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
• Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
• Must be willing to obtain the Series 65 and Insurance Life/Health licenses
• Knowledge of investment and banking products, policies & procedures
• Strong client service & technical skills (MS Word & Excel and CRM)
• Strong communication, time management and organizational skills
• Excellent attention to detail is a must for processing financial documents
• Knowledge of investment and annuity systems highly preferred
• Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team