Client Services Associate — Growth in Financial Planning

Bare Wealth Advisors; Gap (PA); On-site; USD 48,000 - 58,000; Full time

Benefits offered by this job

Paid time off

401(k) with company match

Short-term disability insurance

Life insurance

Profit sharing

Monthly team lunches

Annual family events

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Administrative experience

Financial services experience

Verbal and written communication

Time management

Detail-oriented

Problem-solving

Proficiency in Microsoft Office

Job description

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.