More jobs:
Client Service Associate
Job in
State College, Centre County, Pennsylvania, 16801, USA
Listed on 2026-07-03
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-07-03
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Client Service Associate
Full-Time | In-Person | State College, PA
Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.
What You'll Do
You'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:
- Preparing and organizing client documents and correspondence
- Completing paperwork with clients and tracking it from start to finish
- Scheduling appointments and managing calendars across the team
- Supporting office operations and keeping administrative workflows on track
- Helping coordinate client events and educational workshops
- Greeting clients and answering phones as part of the broader office team
Position Requirements
10+ Years
work experience
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