Client Services Specialist

Magellan Financial & Insurance Services, Inc.; Bethlehem (Northampton County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

PTO and paid holidays

Retirement plan with employer match

Job summary

Solid Ground Wealth Advisors in Bethlehem, PA, is expanding and seeking a polished Client Services Specialist who will serve as a key contact for clients, manage scheduling, and handle routine service requests. You will learn multiple functions, grow within the firm, and contribute to client events and seminars.

The right candidate is highly organized, discreet, and communicates effectively. Prior experience in administrative, client-service, banking, insurance, or financial services is

Qualifications

• Exceptionally organized and detail-oriented.
• Strong communication skills and discretion with confidential information.
• Administrative, client-service, banking, insurance, or financial-services experience preferred.
• Direct advisory experience is a plus but not required.

Responsibilities

• Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients.
• Handle routine service requests—distributions, contributions, beneficiary changes, account updates.
• Maintain accurate client records and workflows in our CRM.
• Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight).
• Support seminars and client events.

Skills

Organizational skills

Attention to detail

Communication skills

Discretion with confidential info

Tools

CRM software

Charles Schwab account openings

FireLight

Job description

Solid Ground Wealth Advisors · Bethlehem, PA ·

Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist—a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.

What you’ll do:

• Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
• Handle routine service requests—distributions, contributions, beneficiary changes, account updates
• Maintain accurate client records and workflows in our CRM
• Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
• Support seminars and client events

What we're looking for:

• Exceptionally organized
• detail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information.
• Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.
• Health insurance
• PTO and paid holidays
• Retirement plan with employer match, and real room to grow.