Client Service Associate

Bill Good Marketing; State College (Centre County); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Quarterly bonus opportunities

401k contributions and profit sharing

$350/month health insurance stipend

Monthly fitness reimbursement

24 days PTO plus holidays

Professional development opportunities

Job summary

A financial planning firm in State College, PA seeks a Client Service Associate to manage daily operations and foster client relationships. This full-time in-person role does not require previous finance experience, focusing instead on personal character and the ability to handle multiple tasks effectively. Responsibilities include client interaction, appointment scheduling, and office support. A competitive salary of $45,000–$60,000 along with additional benefits such as bonuses, health insurance stipend, and PTO are offered.

Qualifications

• Professional experience or internships demonstrating a track record of good work.
• Comfortable working with clients in a professional setting.
• Genuine warmth and professionalism.

Responsibilities

• Answering phones and welcoming clients professionally.
• Scheduling appointments and managing calendars.
• Preparing client documents and correspondence.
• Supporting office operations and administrative workflows.
• Coordinating client events and workshops.

Skills

Client interaction

Attention to detail

Service-first mindset

Basic math skills

Multi-tasking

Education

Bachelor's degree or coursework in a related field

Tools

CRM software

Job description

Overview

Client Service Associate

Full-Time | In-Person | State College, PA

Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring a Client Service Associate to be the heartbeat of our day-to-day operations. No finance degree required. No prior industry experience required. Just someone sharp, personable, and ready to learn.

Responsibilities

What you’ll do:

• Answering phones and welcoming clients with warmth and professionalism
• Scheduling appointments and managing calendars across the team
• Preparing and organizing client documents and correspondence
• Supporting office operations and keeping administrative workflows on track
• Helping coordinate client events and educational workshops
• Learning our systems and processes with an eye toward growing into more responsibility over time
• Completing paperwork with clients and tracking it from start to finish

Qualifications

We’re not hiring based on a checklist. We’re hiring for character, capability, and fit. That said, here’s what we need:

Must-haves:

• A track record of showing up and doing good work (professional experience, internships, or a combination)
• Comfort working directly with clients or customers in a professional setting
• Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
• Genuine warmth and a service-first mindset
• Professionalism you would be proud to put in front of any client
• Comfort with basic math (percentages, basic arithmetic, simple algebra)

Nice to have:

• Experience in financial services, banking, or insurance
• Familiarity with CRM software or office management tools
• Health and life insurance license, Series 65 or other financial services licensing
• A bachelor\'s degree or coursework in a related field

Licensing

This role doesn’t require any licenses to start. Once you’re settled in, we’ll support you in obtaining your Series 65 and/or insurance license, and there’s a pay increase that comes with it.

Growth opportunities

We’re a small firm, which means the right person gets real exposure. If you want to build a long-term career in financial services, this is a legitimate place to start. We’d rather grow someone than cycle through people.

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Compensation and Benefits

• Salary: $45,000–$60,000 depending on licensing and experience
• Quarterly bonus opportunities
• 401k with company contributions and profit sharing
• $350/month health insurance stipend
• Monthly fitness reimbursement
• 24 days PTO per year plus all federal holidays
• Hours: 8 AM–4 PM; close at 12pm on Fridays during the summer
• Employee & family outings
• Professional development, training, & licensing opportunities