What are the responsibilities and job description for the Client Services Specialist position at Magellan Financial & Insurance Services, Inc.?
Client Services Specialist
Solid Ground Wealth Advisors · Bethlehem, PA ·
Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist—a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.
Compensation: $50,000 - $60,000 Salary
What you'll do:
- Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
- Handle routine service requests—distributions, contributions, beneficiary changes, account updates
- Maintain accurate client records and workflows in our CRM
- Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
- Support seminars and client events
What we're looking for:
- Exceptionally organized
- detail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information.
- Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.
Benefits:
- Health insurance
- PTO and paid holidays
- Retirement plan with employer match, and real room to grow.
Apply now and let's have a chat!
Salary : $50,000 - $60,000