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Client Service Associate Summary

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Ensure adherence to appropriate client service models
• Manage multiple and competing priorities on a daily basis in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

Client Service Associate Summary

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Ensure adherence to appropriate client service models
• Manage multiple and competing priorities on a daily basis in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

Smoker Wealth Management LLC

Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. With offices in Leola and Ephrata, our team is committed to exceptional client service, lasting relationships, and helping clients pursue their financial goals.

Position Overview

Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors. This role helps ensure a seamless client experience through account administration, accurate records, client communications, and event support.

The ideal candidate is organized, service-minded, and comfortable managing multiple priorities in a fast-paced environment. Financial services experience is preferred, but we are willing to train a motivated professional eager to grow in wealth management.

Requirements

Qualifications

Required

• Strong verbal and written communication skills, including professional business correspondence.
• Excellent attention to detail, organization, and ability to manage multiple priorities.
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams.
• Ability to learn new technology, adapt to changing processes, and maintain confidentiality.
• Ability to successfully pass criminal and financial background checks.

Preferred

• Experience in financial services, wealth management, banking, insurance, accounting, or a related business environment.
• Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or electronic records management.
• Industry registration or securities licenses are a plus, such as SIE, Series 7, Series 66, or equivalent.
• Prior experience supporting advisors, financial professionals, or client service teams.

Desired Skills and Attributes

• Exceptional client service, relationship-building, and communication skills.
• Professional, positive, team-oriented, and self-motivated.
• Strong problem-solving, critical-thinking, accuracy, and follow-through.
• Adaptable, responsive, and able to prioritize competing responsibilities.

Key Responsibilities

Client Service and Relationship Management

• Serve as a primary client contact, providing prompt, professional, and courteous service.
• Build strong client relationships and respond to inquiries in person, by phone, and electronically.
• Assist with account-related questions and escalate complex matters to Financial Advisors when appropriate.
• Provide a welcoming, professional experience for clients and visitors.

Advisor Support and Account Administration

• Support Financial Advisors with daily administrative, scheduling, and operational activities.
• Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity.
• Process account openings, transfers, asset movements, deposits, and other transactions.
• Manage workflows to ensure timely completion of client requests and service needs.

Compliance and Record Management

• Maintain accurate client records in Redtail CRM, imaging systems, compliance logs, and related records.
• Ensure documentation and transactions follow company policies and regulatory requirements.
• Maintain strict confidentiality and security of client information.
• Support compliance initiatives and administrative requirements as directed.

Marketing, Events, and Operational Support

• Prepare client mailings, communications, and marketing materials in accordance with compliance guidelines.
• Assist with client appreciation events, educational seminars, and marketing initiatives.
• Support office operations, administrative functions, and process improvement efforts.
• Collaborate with team members and perform other duties as assigned.

Benefits

Why Join Us

This is an excellent opportunity to join a respected, growing wealth management firm where client service is central to everything we do. The Client Service Associate supports advisors, strengthens client relationships, and helps ensure efficient day-to-day operations.

The position offers opportunities for professional growth, continued learning, and advancement based on performance.

Compensation and Benefits

Smoker Wealth Management LLC offers a competitive compensation and benefits package, including:

• Competitive salary range of $24-$35 per hour (based on experience).
• Medical, dental, and vision insurance.
• 401(k) retirement plan.
• Paid time off and paid holidays.
• Professional development and career advancement opportunities.
• Supportive and collaborative team environment.

Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibit discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law

Client Service Associate

Full-Time | In-Person | State College, PA

Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.

What You'll Do

You'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:

• Preparing and organizing client documents and correspondence
• Completing paperwork with clients and tracking it from start to finish
• Scheduling appointments and managing calendars across the team
• Supporting office operations and keeping administrative workflows on track
• Helping coordinate client events and educational workshops
• Greeting clients and answering phones as part of the broader office team

Requirements

What We're Looking For

Must-haves:

• 3+ years in a CSA, administrative, or client service role in a financial services or advisory firm
• Hands-on experience with financial paperwork, client documentation, and office workflows
• Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
• Comfortable owning your work independently with minimal supervision
• Genuine warmth and a service-first mindset
• Professionalism you'd be proud to put in front of any client

Nice to have:

• Familiarity with CRM software or office management tools
• Health and life insurance license, Series 7, or other financial services licensing
• Experience supporting multiple advisors or a team-based practice

A Note on Licensing

If you don't already hold a Series 7 or insurance license, we'll support you in getting there. There's a pay increase that comes with it.

Benefits

Why Strong Tower

We're a small firm with a long-term mindset. The people who do well here aren't looking for a stepping stone. They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you.

Compensation and Benefits

• Salary: $50,000–$65,000 depending on licensing and experience
• Quarterly bonus opportunities
• 401(k) with company contributions and profit sharing
• $350/month health insurance stipend
• Monthly fitness reimbursement
• 24 days PTO per year plus all federal holidays
• Hours: 8 AM–4 PM; close at 12 PM on Fridays during the summer
• Employee and family outings
• Professional development, training, and licensing opportunities

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

If you thrive in a busy, people-first environment and you're looking for a role where no two days are the same, this might be exactly what you've been waiting for.

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving clients since 1991. We've grown to nearly 1,000 clients and $262 million in assets under management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door.

This is not a quiet desk job. Our office is busy, our team is close-knit, and the work moves fast. If you love being at the center of it all and find real satisfaction in getting things done, you'll fit right in.

What You'll Do

You'll be the operational backbone of our client service team. Day to day, that means:

• Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups
• Managing appointments and calendar coordination across the team
• Communicating with clients and keeping them informed on the status of their requests
• Protecting advisor time by managing incoming tasks and filtering interruptions
• Participating in brief daily team check-ins to keep everyone aligned across the office
• Working inside our CRM-based workflow system, which is built to train you as you go

As you settle in, there's real room to grow. Depending on your background and goals, this role can expand into full operations management or, if you're licensed, into a Service Advisor role working directly with clients on their financial plans.

How to Apply

Apply through this posting and include a resume. We'll be in touch quickly for candidates who look like a strong fit. The process includes a phone screen, a skills and personality assessment, and a shadow day so you can see exactly what you're walking into before you commit.

Requirements

What We're Looking For

Must-haves:

• Financial services experience; you should already know the language (RMDs, ACATs, transfers, account paperwork) without needing it explained from scratch
• Strong task management skills; you can handle a high volume of work and know how to prioritize when everything feels urgent
• Patience and composure in a fast-paced, frequently interrupted environment
• Tech comfort; you don't need experience with our specific systems, but you need to learn new tools quickly and without stress
• In-person availability; this role is based in our Butler, PA office, Monday through Friday

Nice to have:

• Experience at a broker-dealer, RIA, or independent advisory firm
• Active securities licenses (Series 7 or 65), or willingness to obtain them
• CRM experience (any platform)

A note on culture: We're a faith-based team. Meetings often open or close with prayer. Caring for our clients and each other is built into how we operate. You don't have to share our faith, but you do need to be comfortable in that environment.

Benefits

What You Get

• Salary: $50,000-$62,000 to start, willing to go higher for the right candidate
• 401(k) with 5% employer match
• $350/month health insurance stipend
• PTO and all federal holidays
• Relocation assistance available for the right out-of-area candidate
• A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave