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Client Service Associate: Path in Financial Services

Job in State College, Centre County, Pennsylvania, 16801, USA
Listing for: Bill Good Marketing
Full Time position
Listed on 2026-07-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate: Growth Path in Financial Services
A financial planning firm in State College, PA seeks a Client Service Associate to manage daily operations and foster client relationships. This full-time in-person role does not require previous finance experience, focusing instead on personal character and the ability to handle multiple tasks effectively. Responsibilities include client interaction, appointment scheduling, and office support. A competitive salary of $45,000–$60,000 along with additional benefits such as bonuses, health insurance stipend, and PTO are offered.
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Position Requirements
10+ Years work experience
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