Client Services Associate

Are you someone who takes pride in precise paperwork, proactive client communication, and supporting a financial planning team? Why You'll Love Working With Us: Structured Development: Step into a role with structured training processes and a dedicated coach who meets with you weekly to support your growth. Defined Growth Path: Follow a defined development track for the Client Services Associate role with ongoing advancement opportunities. Industry Training: Build financial industry knowledge in an environment that values cultural fit, competency, and long-term development. Purposeful Work: Support clients in stewarding their resources wisely and making a meaningful impact on their families and communities. Team-oriented Culture: Work alongside a Christian team that values collaboration, accountability, and shared purpose. Bare Wealth Advisors is a financial planning and wealth management firm based in Gap, PA, serving clients since 2001. We guide individuals and families to intentionally manage wealth in alignment with their God-given purpose, grounded in Biblical wisdom. As a Christian, team-oriented firm, we value generosity, collaboration, and building lasting relationships with both clients and one another. What You'll Do as a Client Services Associate: Prepare & process new accounts and ongoing account updates (RMDs, QCDs, transfers, beneficiary changes, and related transactions) and other administrative support, without providing financial advice. Monitor Schwab alerts, daily reports, and account activity to ensure timely and accurate processing. Process and track incoming transfers, checks, and deposits. Communicate with clients to gather required documentation and guide them through the paperwork process. Set up & maintain accounts in financial systems, including online access and paperless delivery. Maintain organized electronic client files and update CRM records. Partner with the Wealth Advisor and Wealth Advisor Assistant to support client relationships and team priorities. Our Ideal Client Services Associate: Experienced: At least 2 years of administrative experience required. 1‑2 years of financial services experience (broker/dealer, bank, or similar) preferred. Basic proficiency in Microsoft Office required. Communicative: Strong verbal and written communication skills with the ability to interact professionally with clients and team members. Organized: Highly detail‑oriented with strong time‑management skills and the ability to manage multiple tasks with consistent follow‑through. Analytical: Approaches paperwork, account issues, and system alerts with sound judgment and problem‑solving ability. Tenacious: Enjoys completing tasks, staying on top of client needs, and following items through to resolution. Trustworthy: Able and willing to successfully complete a background check and credit check in accordance with applicable laws. What We Offer Our Client Services Associate: Full‑time, Monday‑Thursday 8:00 AM‑4:30 PM and Friday 8:00 AM‑4:00 PM $48,000–$58,000/year, depending on experience Paid time off 9 paid holidays 401(k) with 4 % company match Short‑term disability insurance Life insurance Profit sharing Christian, team‑oriented firm focused on purposeful work and stewardship Monthly team lunches and annual family events #J-18808-Ljbffr Bare Wealth Advisors