Client Success & Operations Associate

PennLive LLC; State College (Centre County); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Group life and short-term disability

401(k) plan with safe harbor

Competitive compensation based on经验

Job summary

Vicus Capital, based in State College, PA, is hiring a Dedicated Client Services Associate to support financial advisors and clients in-office. You’ll manage calendars, client communications, and account paperwork, acting as a trusted extension of our advisory team.

The role requires meticulous paperwork handling, strong communication, and comfort with CRM systems. We offer a full-time, in-office schedule with competitive pay and benefits.

Qualifications

• Strong attention to detail and accuracy in paperwork.
• Excellent written and verbal communication with clients and advisors.
• Self-starter with ability to manage multiple workflows and deadlines.
• Proficient with technology platforms; experience in finance preferred.
• Experience with CRM systems (Redtail or similar) is a plus.

Responsibilities

• Manage advisors' calendars and client communications, schedule meetings and prep materials.
• Maintain digital client records in the CRM with accurate data entry.
• Process new account paperwork from intake to setup and ongoing maintenance.
• Prepare and deliver custodian documents for timely completion and signatures.
• Build and sustain relationships with a nationwide network of advisors.
• Collaborate with operations to improve processes and workflows.
• Identify opportunities to improve efficiency and service quality across processes.

Skills

Attention to detail

Communication skills

Organizational skills

Self-starter

Team collaboration

Tools

Microsoft Excel

Redtail CRM

Job description

Vicus Capital, based in State College, PA, is hiring a Dedicated Client Services Associate to support financial advisors and clients in-office. You’ll manage calendars, client communications, and account paperwork, acting as a trusted extension of our advisory team.

The role requires meticulous paperwork handling, strong communication, and comfort with CRM systems. We offer a full-time, in-office schedule with competitive pay and benefits.