Client Services Associate: Advisor Ops Partner; In-Office
Job in
State College, Centre County, Pennsylvania, 16801, USA
Listed on 2026-09-05
Listing for:
Vicus Capital
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Vicus Capital in State College, PA is seeking a Dedicated Client Services Associate to support financial advisors nationwide with day-to-day operations from our in-office location. You will handle onboarding, data collection, workflow management, and client service tasks to enable advisors to focus on client relationships.
The role emphasizes attention to detail, professional communication, and teamwork within a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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