Client Service Associate Position Available In Cumberland, Pennsylvania

Client Service Associate Boden Wealth 1027 Mumma Road, Lemoyne, PA 17043 We are seeking a detail-oriented and client-focused Client Services Associate to join our dynamic team. This position has a focus on monetary activity/money movement and is integral to ensuring a seamless client experience and efficient operational support. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a proactive approach to problem-solving.

Key Responsibilities:

Client Support & Relationship Management:

Serve as a point of contact for routine client inquiries and requests. Coordinate and confirm client appointments, prepare meeting materials, and track follow-up items. Maintain accurate and current client records in internal systems.

Operational & Administrative Execution:

Process account paperwork and client service tasks accurately and within expected timelines. Execute account maintenance tasks. Support onboarding of new clients.

Collaboration & Internal Support:

Work closely with advisors and other staff to ensure seamless client experiences. Support team efficiency by proactively identifying delays, gaps, or outstanding items. Participate in internal meetings and team coordination efforts.

Qualifications:

Minimum 3 years of experience in a client-facing or operational support role, ideally in a financial services firm. Strong organizational skills with the ability to manage multiple priorities. Excellent written and verbal communication skills. Proficiency with standard office software (e.g., Microsoft Office) and familiarity with CRM or task management systems. High attention to detail and commitment to completing tasks accurately and thoroughly. Ability to work independently and collaboratively in a small-team environment. Professional demeanor and discretion when handling confidential information.

Compensation & Benefits:

Competitive compensation, commensurate with experience. Bonus program tied to individual performance and overall company success. 401(k) retirement plan with employer contribution. Medical, dental, and vision insurance. Reimbursement for professional designation expenses (e.g., licenses, certifications). A fun, friendly, and supportive team environment.

Join Our Team:

If you are passionate about providing exceptional client service and thrive in a collaborative environment, we invite you to apply for the Client Services Associate position at Boden Wealth. Together, we can help our clients achieve their financial goals and make a lasting impact.

To Apply:

Please submit your resume and a cover letter detailing your relevant experience and interest in the role to abach@bodenwealth.com

Job Type:

Full-time Pay:

$50,000.00 – $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities

Schedule:

Monday to

Friday Experience:

Financial Services:

3 years (Preferred) Ability to

Commute:

Lemoyne, PA 17043 (Required) Ability to

Relocate:

Lemoyne, PA 17043: Relocate before starting work (Required)

Work Location:

In person