Client Experience Associate - Financial Services

SUMMIT FINANCIAL GROUP INC; Perkasie (Bucks County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

SUMMIT FINANCIAL GROUP INC in Perkasie is seeking a Client Associate to provide dedicated operational and sales support within a professional financial advisory environment. The role requires strong leadership and interpersonal skills to effectively support business initiatives and client relationships.

The ideal candidate should have an undergraduate degree and be willing to obtain the Series 65 and Insurance licenses, with an emphasis on client service and financial products knowledge.

Qualifications

• Must be willing to obtain the Series 65 and Insurance Life/Health licenses.
• Experience in financial, banking, and/or insurance environments preferred.
• Strong communication and time management skills are essential.

Responsibilities

• Provide dedicated operational and sales support to clients.
• Engage clients in dialogue to build strong relationships.
• Resolve client issues independently or escalate as needed.

Skills

Leadership skills

Interpersonal skills

Client service skills

Organizational skills

Critical thinking

Education

Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications)

Tools

MS Word

MS Excel

CRM software

Job description

SUMMIT FINANCIAL GROUP INC in Perkasie is seeking a Client Associate to provide dedicated operational and sales support within a professional financial advisory environment. The role requires strong leadership and interpersonal skills to effectively support business initiatives and client relationships.

The ideal candidate should have an undergraduate degree and be willing to obtain the Series 65 and Insurance licenses, with an emphasis on client service and financial products knowledge.