Dedicated Client Services Associate

Vicus Capital, Inc.; State College (Centre County); Presencial; USD 42 000 - 58 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, dental, and vision insurance

Group life and short-term disability

401(k) plan with safe harbor

Competitive compensation based on经验

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Attention to detail

Communication skills

Organizational skills

Self-starter

Team collaboration

Ferramentas

Microsoft Excel

Redtail CRM

Descrição da oferta de emprego

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.