Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC; Upper Dublin Township (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

401(k) matching

Competitive salary

Training & development

Job summary

Summit Investment Advisory Group LLC, offering financial advisory services and related products, seeks a Client Associate to provide operational and sales support in a professional financial advisory environment.

This role is the primary client contact and supports office initiatives.

Qualifications

• Undergraduate degree in a relevant field; business, finance, or related area preferred.
• Experience in financial services or related internship is a plus.
• Willingness to obtain Series 65 and Life/Health licenses.
• Strong client service and technical skills (MS Word, Excel, CRM).
• Excellent communication, time management, and organizational abilities.
• Attention to detail is critical for processing financial documents.

Responsibilities

• Provide dedicated operational and sales support in a professional financial advisory environment.
• Serve as the primary client contact and support office initiatives.
• Develop relationships with clients and team members to deliver excellent service.
• Assist in implementing best practices for day-to-day office operations.
• Identify and resolve client issues, escalating when necessary to ensure satisfaction.

Skills

Leadership

Interpersonal skills

Relationship building

Client service

Best practices

Initiative

Critical thinking

Education

Undergraduate degree

Tools

MS Word

Excel

CRM

Job description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Competitive salary
• Training & development

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 escalation 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