Job Overview:

Our team is seeking a long-term hire for a growing financial planning advisory firm. We are pursuing a highly motivated & detail-oriented individual to join our team as a Client Services Specialist. Starting pay begins at $18.00 per hour. Benefits include health insurance, PTO, group life & disability benefits & a 401(k) with match.

Responsibilities:

* Maintain a professional attitude with team members, advisors & clients

* Scan, prepare forms & review materials for client meetings, process business & track resolution

* Follow up with clients to address questions & other service-related tasks

* Stay up to date on industry trends & market developments

Requirements:

* High school diploma or equivalent

* Basic computer & typing skills - Microsoft Office proficiency preferred

* Federal fingerprinting & complete background check

* Ability to prioritize tasks & meet deadlines

* Exceptional communication skills - both written & verbal

Join our team & contribute to our mission of delivering outstanding customer support & building long-lasting client relationships. We offer competitive packages, professional development opportunities & a collaborative work environment.

Job Type: Full-time

Pay: From $18.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) 7% Match
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Performance bonus

Schedule:

• 8 hour shift

Ability to Relocate:

• State College, PA 16801: Relocate before starting work (Required)

Work Location: In person