Client Services Associate

Financial Group of Philadelphia, Inc.; Yardley (Bucks County); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Full benefits package

Job summary

Financial Group of Philadelphia, Inc. in Yardley, PA is seeking a Client Services Associate to support our client experience by delivering exceptional service and assisting in client relationship management.

This role provides administrative and operational support to our team and clients, with opportunities in operations management, licensing readiness, and a collaborative, fast-paced environment near I-95.

Qualifications

• Operations and team management experience.
• Licensing in securities and/or insurance or willingness to obtain.
• Self-starter with decision-making abilities.
• Strong strategic thinking and problem-solving skills.
• Proficiency with Microsoft Office and related software.
• High attention to detail and strong organizational skills.
• Note: office hours may include closures on Fridays during July 4th to Labor Day weekend.
• Office located minutes from I-95 - Newtown exit.

Responsibilities

• Support client experience with exceptional service.
• Assist in client relationship management.
• Provide administrative/operational support to the team and clients.
• Coordinate day-to-day operations.

Skills

Operations Management

Team Management

Self-motivation

Strategic thinking

Problem solving

Microsoft Office

Attention to detail

Organizational skills

Job description

Financial Group of Philadelphia is a family owned financial services firm built on trust, relationships and doing what is right for our clients. For generations, we have helped individuals, families and businesses plan their financial futures with care, integrity and personal attention. We are looking for someone who shares our values to help with the firms day to day operations.

We have a large footprint in our local community and we work in a fast-paced evolving environment.

Role Description

The client services associate supports client experience by providing exceptional client service, assisting in client relationship management and serving as administrative/operational support to our team and clients.

Qualifications/Skills

• Operations Management and Team Management skills
• Industry experience is a bonus; not required.
• Securities and/or insurance licensing or willing to obtain
• Self starter - decision-making abilities
• Strategic thinking and problem-solving skills
• Software and Microsoft office
• Detail oriented with strong organizational skills
• Strong competitive compensation with incentive compensation available (bonus)
• Full suite of retirement and health benefits
• July 4th - Labor Day weekend, office is closed on Fridays.
• Main office is located minutes away from I-95 - Newtown exit