In-Office Client Services Associate for Financial Advisors
Job in
State College, Centre County, Pennsylvania, 16801, USA
Listed on 2026-08-04
Listing for:
Vicus Capital
Full Time
position Listed on 2026-08-04
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, CRM Systems & Management
Job Description & How to Apply Below
Vicus Capital in State College, PA is seeking a Dedicated Client Services Associate to enhance advisor success through operational support. This role requires exceptional organizational skills and a proactive attitude, ensuring accurate account management and superior client service.
The ideal candidate should thrive in a collaborative environment, possess strong communication abilities, and be familiar with CRM systems. This full-time salaried position offers competitive compensation, benefits, and opportunities for growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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