Client Service Associate

Bill Good Marketing•State College, PA

1d•$45,000 - $60,000•Onsite

About The Position

Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring a Client Service Associate to be the heartbeat of our day-to-day operations. No finance degree required. No prior industry experience required. Just someone sharp, personable, and ready to learn. What You'll Do You'll be the person clients hear when they call and see when they walk in. You'll keep the office running smoothly so our advisors and agents can focus on their clients. Day to day, that looks like: Answering phones and welcoming clients with warmth and professionalism Scheduling appointments and managing calendars across the team Preparing and organizing client documents and correspondence Supporting office operations and keeping administrative workflows on track Helping coordinate client events and educational workshops Learning our systems and processes with an eye toward growing into more responsibility over time Completing paperwork with clients and tracking it from start to finish What We're Looking For We're not hiring based on a checklist. We're hiring for character, capability, and fit. That said, here's what we need:

Requirements

A track record of showing up and doing good work (professional experience, internships, or a combination)
Comfort working directly with clients or customers in a professional setting
Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
Genuine warmth and a service-first mindset
Professionalism you'd be proud to put in front of any client
Comfort with basic math (percentages, basic arithmetic, simple algebra)

Nice To Haves

Experience in financial services, banking, or insurance
Familiarity with CRM software or office management tools
Health and life insurance license, Series 65 or other financial services licensing
A bachelor's degree or coursework in a related field

Responsibilities

Answering phones and welcoming clients with warmth and professionalism
Scheduling appointments and managing calendars across the team
Preparing and organizing client documents and correspondence
Supporting office operations and keeping administrative workflows on track
Helping coordinate client events and educational workshops
Learning our systems and processes with an eye toward growing into more responsibility over time
Completing paperwork with clients and tracking it from start to finish