Client Service Associate

Bill Good Marketing • State College, PA

7d • $50,000 - $65,000 • Onsite

About The Position

Strong Tower Associates is a small, close-knit financial planning firm in State College, PA, seeking an experienced Client Service Associate to ensure smooth operations and excellent client care. This role is crucial to the practice's operational backbone, allowing advisors and agents to focus on their clients.

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

• 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