More jobs:
Client Service Associate
Job in
Ephrata, Lancaster County, Pennsylvania, 17522, USA
Listed on 2026-08-05
Listing for:
Smoker & Company
Full Time
position Listed on 2026-08-05
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Client Service Associate
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.
Position Requirements
10+ Years
work experience
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