Client Experience & Data Operations Coordinator

Vance Airscoop; State College (Centre County); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and vision insurance

Group life and short-term disability

401(k) plan

People-first culture

Job summary

Vicus Capital in State College, PA is hiring a Front Office Coordinator to support the Client Experience and Events Manager. This in-office role requires exceptional organizational skills, attention to detail, and experience with data management and databases.

You will greet clients and staff, digitize data, maintain filing standards, assist with events, and help with mail and facilities tasks. The position offers a competitive salary based on experience and a collaborative, growth‑oriented

Qualifications

• Strong attention to detail and accuracy with data management.
• Excellent communication skills, both verbal and written.
• Professional demeanor and work ethic in a corporate setting.
• Proficiency in Microsoft Office, especially Excel; CRM experience preferred.

Responsibilities

• Warmly welcome clients, financial advisors, and staff in person or by phone.
• Collecting and digitizing data to ensure accurate records.
• Establishing data entry standards and updating filing systems for quality.
• Addressing data inconsistencies and locating missing data promptly.
• Handling data queries and reporting errors to management.
• Assist with event planning and advisor meeting facilitation.
• Collect, sort and distribute mail; facilities tasks and inventory.

Skills

Detail-oriented

Communication

Professionalism

MS Office

Excel

CRM (Redtail)

Time management

Independent work

Problem-solving

Team player

Creativity

Tools

Microsoft Office

Redtail CRM

Job description

Vicus Capital in State College, PA is hiring a Front Office Coordinator to support the Client Experience and Events Manager. This in-office role requires exceptional organizational skills, attention to detail, and experience with data management and databases.

You will greet clients and staff, digitize data, maintain filing standards, assist with events, and help with mail and facilities tasks. The position offers a competitive salary based on experience and a collaborative, growth‑oriented