Client Service Associate

Bill Good Marketing • State College, PA

5h • Onsite

About The Position

Client Service Associate Full-Time | In-Person | State College, PA 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 an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.

Requirements

• 3+ years in a CSA, administrative, or client service role in a financial services or advisory firm
• Hands-on experience with financial paperwork, client documentation, and office workflows
• Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
• Comfortable owning your work independently with minimal supervision
• Genuine warmth and a service-first mindset
• Professionalism you'd be proud to put in front of any client

Nice To Haves

• Familiarity with CRM software or office management tools
• Health and life insurance license, Series 7, or other financial services licensing
• Experience supporting multiple advisors or a team-based practice

Responsibilities

• 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

Benefits

• Salary: $50,000–$65,000 depending on licensing and experience
• Quarterly bonus opportunities
• 401(k) with company contributions and profit sharing
• $350/month health insurance stipend
• Monthly fitness reimbursement
• 24 days PTO per year plus all federal holidays
• Employee and family outings
• Professional development, training, and licensing opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed