Client Services Specialist

Do you love helping people and keeping things organized?
Are you energized by a fast-paced environment where every day feels different?
Retirement Prosperity Group & Prosperity Advisers LLC, a growing, family-owned financial planning firm in Horsham, PA, is looking for a Client Services Specialist to join our team. We pride ourselves on providing exceptional client care and holistic wealth management — and we’re looking for someone who shares our commitment to excellence.

• Why You’ll Love Working Here:
• Beautiful, historic office setting
• Dedicated on-the-job training and mentorship
• Paid training for advancement opportunities
• Real potential to grow your career

Your Role:
Be the friendly, professional voice and face of our firm
Support clients and team members with scheduling, calls, and correspondence
Coordinate with trusted partners such as CPAs, estate attorneys, and healthcare professionals
Handle client service needs with Charles Schwab
Manage administrative tasks (filing, data entry, project coordination)
Contribute to a smooth, positive client experience every step of the way

What We’re Looking For:
Experience in client service or administrative roles (financial, legal, hospitality, or similar)
Strong organization and multitasking skills
Excellent communication and phone etiquette
Proficiency in Microsoft Word and Excel
Professionalism, discretion, and attention to detail

Depending on your interests, there’s room to grow into the investment advisory or paraplanning side of our business.

If you’re proactive, people-oriented, and ready to make an impact, we’d love to meet you. Apply today and build your career with the best in holistic financial planning.