Client Services Specialist

Job Description

Job Description

Do you love helping people and keeping things organized?
Are you energized by a fast-paced environment where every day feels different?
Retirement Prosperity Group & Prosperity Advisers LLC, a growing, family-owned financial planning firm in Horsham, PA, is looking for a Client Services Specialist to join our team. We pride ourselves on providing exceptional client care and holistic wealth management — and we’re looking for someone who shares our commitment to excellence.

• Why You’ll Love Working Here:
• Beautiful, historic office setting
• Dedicated on-the-job training and mentorship
• Paid training for advancement opportunities
• Real potential to grow your career

Your Role:
Be the friendly, professional voice and face of our firm
Support clients and team members with scheduling, calls, and correspondence
Coordinate with trusted partners such as CPAs, estate attorneys, and healthcare professionals
Handle client service needs with Charles Schwab
Manage administrative tasks (filing, data entry, project coordination)
Contribute to a smooth, positive client experience every step of the way

What We’re Looking For:
Experience in client service or administrative roles (financial, legal, hospitality, or similar)
Strong organization and multitasking skills
Excellent communication and phone etiquette
Proficiency in Microsoft Word and Excel
Professionalism, discretion, and attention to detail

Depending on your interests, there’s room to grow into the investment advisory or paraplanning side of our business.

If you’re proactive, people-oriented, and ready to make an impact, we’d love to meet you. Apply today and build your career with the best in holistic financial planning.

Company Description

We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in.

Our clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.

Address: 424 Dresher RD, Horsham PA 19044

Company Description

We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in. \r\n\r\nOur clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.\r\n\r\nAddress: 424 Dresher RD, Horsham PA 19044