Client Service Associate: Growth Path in Financial Services

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

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.