Client Service Associate

Join the Vicus Capital Team Where Innovation Meets Impact

Who We Are
At  Vicus Capital , were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were on a mission to redefine how financial advisors are supported. Headquartered in  State College, PA , we offer industry-leading advisory platforms and a team culture thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.

Now Hiring: Client Service Associate
Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the person others count on to get things done? This is your opportunity to build a career with a firm that  values your contribution . As a vital member of our  State College operations team , youll provide the essential background for financial advisors nationwide, ensuring their success through seamless execution and support.

Location: State College, PA (in-office position)

What Youll Be Doing

• Championing Operations:  Supporting daily account maintenance and operational excellence
• Cultivating Relationships: Building strong, trusted relationships with our national network of financial advisors
• Navigating Success: Serving as the expert guide for advisors through complex paperwork and custodian process
• Optimizing the Future: Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience

What You Bring

• Precision Focus: Exceptional attention to detail and organizational skills.
• Articulate Communication:  Clear, confident and professional communicationboth written and verbal.
• Proactive Ownership: A self-starter attitude with a strong sense of ownership and follow-through.
• Team Spirit: A collaborative mindset and a genuine desire to help others.
• Tech Fluency: Comfortable with navigating Technology, especially with Microsoft Office (Excel in particular).
• Background:  Familiarity with Redtail (or other CRMs) and experience in finance, banking, or wealth management is helpful, but not required.

What We Offer

• We believe great work comes from a great environment. Heres what you can expect as a valued member of our team:
• This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year
• Competitive compensation based on experience.
• Health, dental, and vision insurance.
• Group life and short-term disability insurance.
• 401(k) plan with a safe harbor employer contribution.
• A supportive, people-first culture where your work is valued and your growth is encouraged.

Sound Like the Right Fit?
If youre ready to bring your skills, energy, and commitment to a company that truly values what you do, wed love to hear from you.

Salary/Compensation: $45,000 - $55,000 per year

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