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Client Service Associate

Bill Good Marketing

Client Service AssociateFull-Time | In-Person | State College, PASome 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.What You'll DoYou'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:Preparing and organizing client documents and correspondenceCompleting paperwork with clients and tracking it from start to finishScheduling appointments and managing calendars across the teamSupporting office operations and keeping administrative workflows on trackHelping coordinate client events and educational workshopsGreeting clients and answering phones as part of the broader office team

Vacancy posted 19 hours ago
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