Client Service Associate

Client Service Associate

If you thrive in a busy, people-first environment and you're looking for a role where no two days are the same, this might be exactly what you've been waiting for.

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving clients since 1991. We've grown to nearly 1,000 clients and $262 million in assets under management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door.

This is not a quiet desk job. Our office is busy, our team is close-knit, and the work moves fast. If you love being at the center of it all and find real satisfaction in getting things done, you'll fit right in.

What You'll Do

You'll be the operational backbone of our client service team. Day to day, that means:

• Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups
• Managing appointments and calendar coordination across the team
• Communicating with clients and keeping them informed on the status of their requests
• Protecting advisor time by managing incoming tasks and filtering interruptions
• Participating in brief daily team check-ins to keep everyone aligned across the office
• Working inside our CRM-based workflow system, which is built to train you as you go

As you settle in, there's real room to grow. Depending on your background and goals, this role can expand into full operations management or, if you're licensed, into a Service Advisor role working directly with clients on their financial plans.

How to Apply

Apply through this posting and include a resume. We'll be in touch quickly for candidates who look like a strong fit. The process includes a phone screen, a skills and personality assessment, and a shadow day so you can see exactly what you're walking into before you commit.