Client Services Associate

Bare Wealth Advisors; Gap (PA); Presencial; USD 48.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

401(k) with company match

Short-term disability insurance

Life insurance

Profit sharing

Monthly team lunches

Annual family events

Descripción de la vacante

A financial planning firm in Pennsylvania is seeking a Client Services Associate to manage account preparations, client communications, and administrative tasks. The ideal candidate will have at least 2 years of administrative experience, preferably in financial services, along with strong organizational and communication skills. This full-time role offers a salary between $48,000 and $58,000, along with benefits including paid time off and 401(k) matching.

Formación

• At least 2 years of administrative experience.
• 1-2 years of experience in financial services preferred.
• Basic proficiency in Microsoft Office required.

Responsabilidades

• Prepare and process new accounts and ongoing account updates.
• Monitor Schwab alerts and account activity.
• Communicate with clients to gather required documentation.
• Partner with Wealth Advisor to support client relationships.

Conocimientos

Administrative experience

Financial services experience

Verbal and written communication

Time management

Detail-oriented

Problem-solving

Proficiency in Microsoft Office

Descripción del empleo

Are you someone who takes pride in precise paperwork, proactive client communication, and supporting a financial planning team?

Why You'll Love Working With Us:

• Structured Development: Step into a role with structured training processes and a dedicated coach who meets with you weekly to support your growth.
• Defined Growth Path: Follow a defined development track for the Client Services Associate role with ongoing advancement opportunities.
• Industry Training: Build financial industry knowledge in an environment that values cultural fit, competency, and long-term development.
• Purposeful Work: Support clients in stewarding their resources wisely and making a meaningful impact on their families and communities.
• Team-oriented Culture: Work alongside a Christian team that values collaboration, accountability, and shared purpose.

Bare Wealth Advisors is a financial planning and wealth management firm based in Gap, PA, serving clients since 2001. We guide individuals and families to intentionally manage wealth in alignment with their God-given purpose, grounded in Biblical wisdom. As a Christian, team-oriented firm, we value generosity, collaboration, and building lasting relationships with both clients and one another.

What You'll Do as a Client Services Associate:

• Prepare & process new accounts and ongoing account updates (RMDs, QCDs, transfers, beneficiary changes, and related transactions) and other administrative support, without providing financial advice.
• Monitor Schwab alerts, daily reports, and account activity to ensure timely and accurate processing.
• Process and track incoming transfers, checks, and deposits.
• Communicate with clients to gather required documentation and guide them through the paperwork process.
• Set up & maintain accounts in financial systems, including online access and paperless delivery.
• Maintain organized electronic client files and update CRM records.
• Partner with the Wealth Advisor and Wealth Advisor Assistant to support client relationships and team priorities.

Our Ideal Client Services Associate:

• Experienced: At least 2 years of administrative experience required. 1‑2 years of financial services experience (broker/dealer, bank, or similar) preferred. Basic proficiency in Microsoft Office required.
• Communicative: Strong verbal and written communication skills with the ability to interact professionally with clients and team members.
• Organized: Highly detail‑oriented with strong time‑management skills and the ability to manage multiple tasks with consistent follow‑through.
• Analytical: Approaches paperwork, account issues, and system alerts with sound judgment and problem‑solving ability.
• Tenacious: Enjoys completing tasks, staying on top of client needs, and following items through to resolution.
• Trustworthy: Able and willing to successfully complete a background check and credit check in accordance with applicable laws.

What We Offer Our Client Services Associate:

• Full‑time, Monday‑Thursday 8:00 AM‑4:30 PM and Friday 8:00 AM‑4:00 PM
• $48,000–$58,000/year, depending on experience
• Paid time off
• 9 paid holidays
• 401(k) with 4 % company match
• Short‑term disability insurance
• Life insurance
• Profit sharing
• Christian, team‑oriented firm focused on purposeful work and stewardship
• Monthly team lunches and annual family events