Dedicated Client Services Associate

AgUpdate; Pennsylvania; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Group life and disability insurance

401(k) plan with employer contribution

Full-time in-office salary position

Job summary

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.

Responsibilities

• 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.

Skills

Attention to detail

Organizational skills

Communication skills

Time management

Microsoft Office

Redtail CRM

Tools

Redtail CRM

Job description

Join the Vicus Capital Team – Where Innovation Meets Impact

Who We Are

At Vicus Capital, we’re not your typical investment management firm. With over $3 billion in assets under managementand a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for someone who shares that mindset.

Now Hiring: Dedicated Client Services Associate

About the Role

Are you highly organized, detail-oriented, and energized by solving problems while building meaningful professional relationships? Vicus Capital is seeking a Dedicated Client Services Associate (DCSA) to join our team in State College.

Location: State College, PA (in-office)

What You'll Be Doing

• Manage advisors’ calendars and client communication pipelines, including scheduling meetings, preparing meeting materials, coordinating follow-ups, managing email correspondence, and communicating directly with clients as needed.
• Maintain accurate and organized digital client records by entering, updating, and managing sensitive information within the CRM system.
• Process new account paperwork from start to finish, including completing client intake forms, confirming account setup, and supporting the ongoing maintenance of existing accounts.
• Act as a subject matter expert on custodian processes, ensuring all documentation is accurately prepared, reviewed, and delivered to clients for timely completion and signature.
• Build strong, trusted relationships with our nationwide network of financial advisors by serving as a responsive, dependable, and highly integrated extension of their team.
• Partner with the operations team to improve processes, optimize workflows, and continuously enhance the advisor and client experience.
• Support operational excellence by identifying opportunities for greater efficiency, consistency, and service quality across all client-facing and internal processes.

What you Bring

• Exceptional attention to detail and organizational skills. You pride yourself on paperwork accuracy and rarely let things slip through the cracks.
• Clear, confident, and professional communication skills—both written and verbal—whether you are collaborating with an advisor or speaking with a client.
• A self-starter attitude with a strong sense of accountability. You can shift gears quickly to manage multiple advisor workflows and competing deadlines.
• Comfortable navigating various technology platforms.
• Proficiency in Microsoft Office (especially Excel) is required.
• Familiarity with Redtail (or other CRMs) and prior experience in finance, banking, or wealth management is highly helpful, but we are willing to train the right person who has the aptitude and drive to learn paperwork processing.
• A collaborative mindset, a resilient problem-solving attitude, and a genuine desire to help others succeed.

What We Offer

• We believe great work comes from a great environment.
• Here’s what you can expect as a valued member of our team: This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year Competitive compensation based on experience.
• Health, dental, and vision insurance.
• Group life and short-term disability insurance.
• 401(k) plan with a safe harbor employer contribution.
• A supportive, people-first culture where your work is valued and your growth is encouraged.

Sound Like the Right Fit?

If you’re ready to bring your skills, energy, and commitment to a company that truly values what you do, we’d love to hear from you.