Junior Client Advisor – Financial Services

SUMMIT FINANCIAL GROUP INC; Upper Dublin Township (PA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

SUMMIT FINANCIAL GROUP INC is seeking a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives while leveraging experience in financial services.

Ideal candidates will have an undergraduate degree and be willing to obtain the Series 65 and Life/Health licenses, with strong client service and technical skills in Word, Excel, and CRM.

Qualifications

• Undergraduate degree in a related field or internship experience in financial/banking/insurance preferred.
• Willingness to obtain Series 65 and Life/Health licenses.
• Knowledge of investment and banking products, policies, and procedures.
• Strong client service and technical skills with MS Word, Excel, and CRM.

Responsibilities

• Serve as the primary client point of contact, delivering dedicated operational and sales support.
• Support office initiatives and contribute to a professional financial advisory environment.
• Develop relationships with team members and clients to provide personalized service and solutions.

Skills

Leadership & office management

Interpersonal skills

Relationship building

Client service excellence

Office operations

Problem solving

Adaptability

Critical thinking

Time management

Education

Undergraduate degree (Business/Finance/Accounting/Marketing)

Tools

MS Word

Excel

CRM systems

Job description

SUMMIT FINANCIAL GROUP INC is seeking a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives while leveraging experience in financial services.

Ideal candidates will have an undergraduate degree and be willing to obtain the Series 65 and Life/Health licenses, with strong client service and technical skills in Word, Excel, and CRM.