Client Services & Operations Associate — In-Office

Vicus Capital, headquartered in State College, PA, seeks a Dedicated Client Services Associate to support our nationwide network of financial advisors. This in-office role focuses on calendar management, client communications, and accurate CRM data entry.

You will handle new account paperwork, act as a custodian documentation expert, and help streamline processes to enhance the advisor and client experience. A collaborative, proactive mindset will thrive here.

Step into the Client Services & Operations Associate — In-Office role at AgUpdate in PA, United States and grow with us.

This role, Client Services & Operations Associate — In-Office at AgUpdate, could be your next move.

Are you ready to take on the Client Services & Operations Associate — In-Office role at AgUpdate?

We would love to welcome a new Client Services & Operations Associate — In-Office to our organisation in PA, United States.