Dedicated Client Services Associate

Vance Airscoop; State College (Centre County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health, dental, and vision insurance.

Group life and short-term disability保险

401(k) plan with safe harbor employer

People-first culture

Job summary

Vicus Capital in State College, PA, is seeking a Dedicated Client Services Associate to support financial advisors nationwide. You will manage calendars, client data, account paperwork, and custodian processes, acting as an extension of the advisor teams.

This in-office, full-time role emphasizes client service, accuracy, and collaboration within a fast-paced environment. If you’re organized, communicative, and eager to streamline operations, apply today.

Qualifications

• Excellent attention to detail and organizational skills.
• Clear, confident communication, written and verbal.
• Self-starter with accountability and ability to manage multiple workflows.
• Proficiency in Microsoft Office, especially Excel.
• Familiarity with Redtail or other CRMs; finance/wealth mgmt experience helpful.

Responsibilities

• Manage advisors’ calendars and client communication pipelines, including scheduling meetings and preparing materials.
• Maintain accurate digital client records in the CRM system.
• Process new account paperwork from start to finish, including client intake forms and account setup.
• Serve as subject matter expert on custodian processes and ensure documentation is prepared and delivered for signature.
• Build strong relationships with a nationwide network of financial advisors as an integrated extension of their team.
• Partner with operations to improve processes and optimize workflows.
• Support operational excellence by identifying opportunities for efficiency and quality across processes.

Skills

Attention to detail

Organizational skills

Communication skills

Self-starter

Accountability

Team collaboration

Problem-solving

Tools

Microsoft Excel

CRM systems (Redtail)

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 $2 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.

As a DCSA, you will serve as a trusted operational partner to financial advisors across the country, functioning as a seamless extension of their practice. Through our Dedicated Client Services Program, you will be assigned a portfolio of advisors and take ownership of their day-to-day operational needs, including account administration, paperwork processing, client data collection, and workflow management.

In this role, your work will have a direct impact on advisor success and client satisfaction. By managing critical operational responsibilities with accuracy, efficiency, and professionalism, you will enable advisors to spend more time strengthening client relationships and growing their businesses. If you enjoy working in a fast-paced environment, delivering exceptional service, and becoming an indispensable member of a team, this could be the opportunity for you.

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.