Client Service Associate — Wealth Management Support

Smoker & Company LLC; Ephrata (Lancaster County); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

401(k) retirement plan

Paid time off

Professional development

Job summary

Smoker Wealth Management LLC in Central Pennsylvania seeks a Client Service Associate to act as a key client contact and support Financial Advisors with administrative, operational, and compliance tasks.

The ideal candidate is organized, service-minded, and capable of handling multiple priorities in a fast-paced environment; prior financial services experience is preferred, with training available.

Qualifications

• Strong verbal and written communication, with professional business correspondence.
• Excellent attention to detail, organization, and multi-tasking ability.
• Proficiency with Word, Excel, Outlook, and Teams in Microsoft Office.
• Ability to learn new technology and adapt to changing processes while maintaining confidentiality.
• Ability to pass criminal and financial background checks.

Responsibilities

• Serve as a primary client contact with prompt, professional service.
• Build client relationships and respond to inquiries in person, phone or email.
• Support Advisors with daily administrative, scheduling, and operations.
• Prepare reports, forms, and documentation for meetings and reviews.
• Process account openings, transfers, asset movements, deposits, and transactions.
• Maintain client records in Redtail CRM and imaging systems with compliance in mind.
• Ensure compliance with policies and regulatory requirements and maintain confidentiality.

Skills

Communication skills

Attention to detail

MS Office proficiency

Tech adaptability

Background check clearance

Job description

Smoker Wealth Management LLC in Central Pennsylvania seeks a Client Service Associate to act as a key client contact and support Financial Advisors with administrative, operational, and compliance tasks.

The ideal candidate is organized, service-minded, and capable of handling multiple priorities in a fast-paced environment; prior financial services experience is preferred, with training available.