Client Service Associate – Wealth Management Support

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid time off and holidays

Professional development opportunities

Collaborative team environment

Job summary

Smoker Wealth Management LLC is seeking a detail-oriented Client Service Associate to serve as a primary client contact and support Financial Advisors with administrative, operational, and compliance tasks.

The ideal candidate will be organized, service-minded, and capable of managing multiple priorities in a fast-paced wealth management setting. Training is available for motivated professionals.

Qualifications

• Strong verbal and written communication for professional business correspondence.
• Excellent attention to detail, organization, and ability to manage multiple priorities.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams).
• Ability to learn new technology and maintain confidentiality.
• Willingness to pass criminal and financial background checks.
• Experience in financial services or wealth management is a plus.

Responsibilities

• Serve as a primary client contact with prompt, professional service.
• Support advisors with daily administrative, scheduling, and operational tasks.
• Prepare reports, forms, and documentation for meetings and reviews.
• Process account openings, transfers, and asset movements.
• Maintain client records in Redtail CRM and imaging systems.

Skills

Communication

Attention to detail

Organization

Time management

MS Office

Learning new technology

Background checks

Adaptability

Professionalism

Tools

Redtail CRM

Document imaging

Electronic records management

Job description

Smoker Wealth Management LLC is seeking a detail-oriented Client Service Associate to serve as a primary client contact and support Financial Advisors with administrative, operational, and compliance tasks.

The ideal candidate will be organized, service-minded, and capable of managing multiple priorities in a fast-paced wealth management setting. Training is available for motivated professionals.