In-Office Client Services Associate for Financial Advisors

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

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.