Client Services Associate Position Available In York, Pennsylvania

Client Services Associate The Financial Advisory Group 45 Wyntre Brooke Drive, York, PA 17403 The Financial Advisory Group, an independent financial services provider based in York, Pa., has an immediate opening for a full-time Client Services Associate . We have developed an approach that provides families with a clear path toward important lifetime financial goals and seek an outgoing experienced professional to join our team. This is a full-time in the office position. Qualified candidate will possess :

• Proficiency with Microsoft Office suite.
• 3+ years’ relevant client experience and administrative experience in our steady paced environment.
• High school diploma required plus college coursework or degree desirable.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred but not required for position.
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts This position will serve a key support role to ensure the turnkey client experience is memorable and positive.

Our ideal candidate will possess excellent interpersonal, computer, math and organizational skills, be detail-oriented and have excellent written and verbal skills.

Responsibilities will include:

• Opens new client accounts and research client and security information using internal databases and other technologies
• For proper maintenance and to meet firm and industry requirements, ensure client paperwork and documentation is accurate and correct prior to submission and processing
• Prepare letters, forms and reports to assist with servicing existing clients
• May enter orders at the direction of the Financial Advisor
• Facilitate client cash flow needs including systematic income and one-time withdrawals.
• Accurately organize and compile relevant client information and notes in our CRM, planning, imaging, and all other business systems.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
• Provide superlative hospitality and client experience to every client
• Support Financial Planners in our boutique practice The Financial Advisory Group is an SEC Registered LPL Financial Investment Advisor.

We offer a competitive salary, periodic bonuses, competitive benefits to include health, dental, vision, short-term and long-term disability, life insurance and a 401(k) plan plus a generous paid time off benefit in addition to the opportunity for professional growth in our established business. Hours are Monday through Friday 8:30AM – 4:30PM. Qualified candidates should send resume with salary history to: recruiteba@comcast.net.

Please reference:

Client Services Associate in the subject line. Pre-employment background screen required. No phone calls or walk-ins please.

EOE Job Type:

Full-time Pay:

From $40,000.00 per year

Benefits:

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

Compensation Package:

Bonus opportunities

Schedule:

Monday to

Friday Education:

Associate (Preferred)

Experience:

administrative and client service: 3 years (Required) Ability to

Commute:

York, PA 17403 (Required)

Work Location:

In person