In-Office Client Services Associate for Financial Advisors

Vicus Capital; State College (Centre County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer contribution

Supportive, people-first culture

Job summary

Vicus Capital in State College, PA is seeking a Dedicated Client Services Associate to enhance advisor success through operational support. This role requires exceptional organizational skills and a proactive attitude, ensuring accurate account management and superior client service.

The ideal candidate should thrive in a collaborative environment, possess strong communication abilities, and be familiar with CRM systems. This full-time salaried position offers competitive compensation, benefits, and opportunities for growth.

Qualifications

• Exceptional attention to detail and organizational skills.
• Clear, confident communication skills.
• Self-starter attitude capable of managing multiple workflows.
• Proficiency in Microsoft Office, especially Excel.
• Familiarity with CRMs and prior finance experience is helpful.

Responsibilities

• Manage advisors' calendars and client communication.
• Maintain organized digital client records in CRM.
• Process new account paperwork from start to finish.
• Act as a subject matter expert on custodian processes.
• Build strong relationships with financial advisors.
• Partner with operations to improve processes.
• Support operational excellence and identify efficiency opportunities.

Skills

Attention to detail

Organizational skills

Professional communication

Proficiency in Microsoft Office

Problem-solving attitude

Tools

Redtail CRM

Job description

Vicus Capital in State College, PA is seeking a Dedicated Client Services Associate to enhance advisor success through operational support. This role requires exceptional organizational skills and a proactive attitude, ensuring accurate account management and superior client service.

The ideal candidate should thrive in a collaborative environment, possess strong communication abilities, and be familiar with CRM systems. This full-time salaried position offers competitive compensation, benefits, and opportunities for growth.