Client Services & Operations Associate — In-Office

AgUpdate; Pennsylvania; Sur place; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

Group life and disability insurance

401(k) plan with employer contribution

Full-time in-office salary position

Résumé du poste

Vicus Capital, headquartered in State College, PA, seeks a Dedicated Client Services Associate to support our nationwide network of financial advisors. This in-office role focuses on calendar management, client communications, and accurate CRM data entry.

You will handle new account paperwork, act as a custodian documentation expert, and help streamline processes to enhance the advisor and client experience. A collaborative, proactive mindset will thrive here.

Qualifications

• Strong organizational skills and meticulous attention to detail.
• Clear written and verbal communication with clients and advisors.
• Ability to manage multiple workflows and deadlines.

Responsabilités

• Manage advisors’ calendars and client communications, schedule meetings, and prepare materials.
• Maintain digital client records in the CRM with accurate data.
• Process new account paperwork from intake to setup and ongoing maintenance.
• Serve as a subject matter expert on custodian processes and documentation for clients.
• Build relationships with a nationwide network of financial advisors and operate as an extension of their team.
• Collaborate with operations to improve processes and workflows for better advisor/client experience.
• Identify opportunities to improve efficiency and service quality across client-facing and internal processes.

Connaissances

Attention to detail

Organizational skills

Communication skills

Time management

Microsoft Office

Redtail CRM

Outils

Redtail CRM

Description du poste

Vicus Capital, headquartered in State College, PA, seeks a Dedicated Client Services Associate to support our nationwide network of financial advisors. This in-office role focuses on calendar management, client communications, and accurate CRM data entry.

You will handle new account paperwork, act as a custodian documentation expert, and help streamline processes to enhance the advisor and client experience. A collaborative, proactive mindset will thrive here.