Dedicated Client Services Associate

Vicus Capital; State College (Centre County); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Group life & short-term disability

401(k) with safe harbor

Professional growth culture

Job summary

Vicus Capital in State College, PA is seeking a dedicated Client Services Associate to support financial advisors nationwide, handling account administration and paperwork with accuracy and professionalism.

You will manage calendars and client communications, maintain CRM records, and process new account paperwork from start to finish, becoming a trusted operational partner who enhances client satisfaction and advisor success.

Qualifications

• Attention to detail and organizational skills are essential.
• Excellent written and verbal communication.
• Ability to manage multiple advisor workflows and deadlines.
• Experience with CRMs and finance industry helpful.

Responsibilities

• Manage advisor calendars and client communications.
• Maintain digital client records in the CRM.
• Process new account paperwork end-to-end.
• Explain custodian processes and collect signatures.
• Build relationships with nationwide advisors.
• Collaborate with operations to improve workflows.
• Identify efficiency and service improvements.

Skills

Attention to detail

Organizational skills

Communication skills

Self-starter

Accountability

Multi-tasking

MS Excel

CRM familiarity

Tools

CRM (Redtail)

Microsoft Office

Job description

Join the Vicus Capital Team Where Innovation Meets Impact

Who We Are

At Vicus Capital, were not your typical investment management firm. With over $3 billion in assets under management and a rapidly growing national presence, were 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 thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were 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 skillsboth written and verbalwhether 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. Heres 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.

Salary/Compensation: $45,000 - $55,000 per year